AdvisorOS Directory
Claim Profile
PZ

Paul Zarling

CLIENT FIRST INVESTMENT MANAGEMENT LLC·WEST BEND, Wisconsin
Unclaimed Profile
215 N. MAIN STREET, WEST BEND, WI 53095CRD# 6599663Firm CRD# 282600
01

About

Paul Zarling is a registered financial advisor based in WEST BEND, Wisconsin, affiliated with CLIENT FIRST INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC
AUM
$126M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6599663
Firm CRD# 282600
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST BEND?

Browse all registered financial advisors in WEST BEND, Wisconsin or claim this profile if it's yours.

Browse WEST BEND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Zarling offer?
Paul Zarling specializes in Financial Planning, Investment Management. Contact their office in WEST BEND, Wisconsin for a consultation.
What are Paul Zarling's credentials?
Paul Zarling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Zarling located?
Paul Zarling is based in WEST BEND, Wisconsin, working with CLIENT FIRST INVESTMENT MANAGEMENT LLC. Their office serves clients in the WEST BEND metropolitan area and surrounding communities.
How does Paul Zarling charge for services?
Paul Zarling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT FIRST INVESTMENT MANAGEMENT LLC?
CLIENT FIRST INVESTMENT MANAGEMENT LLC has approximately 14 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST BEND
David Scott Lake — RIA SERVICES, LLCJill S Lake — CAPITAL WEALTH ADVISORS, LTD.David Leo Rosenow — RIA SERVICES, LLCMichael Flynn Ajango — RIA SERVICES, LLCDavid Frederic Zarling — CLIENT FIRST INVESTMENT MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile