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Paul Zarling

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Zarling · WEST BEND, WI
Registration
CRD #6599663 · CLIENT FIRST INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC

Justin Wayne Krueger
WEST BEND, WI
David Frederic Zarling
WEST BEND, WI

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Research
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