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Paul Zarling

CLIENT FIRST INVESTMENT MANAGEMENT LLC·WEST BEND, Wisconsin
Series 65Clean record7 years registeredCLIENT 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

CLIENT FIRST INVESTMENT MANAGEMENT LLC
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 16, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIENT FIRST INVESTMENT MANAGEMENT LLC
CRD 282600 · SEC 801-123113
AUM
$126M
Regulatory assets under management
Employees
14
479 client accounts
Services offered by CLIENT FIRST INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC →
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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
CFP
David Frederic Zarling
WEST BEND, WI

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