CLIENT FIRST INVESTMENT MANAGEMENT LLC

WEST BEND, Wisconsin·3 registered advisors·CRD# 282600
SEC# 801-1231131262-335-1700
01

Firm Overview

AUM
$126M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CLIENT FIRST INVESTMENT MANAGEMENT LLC

3 registered advisors
David Frederic Zarling
WEST BEND, Wisconsin
Justin Wayne Krueger
WEST BEND, Wisconsin
Paul Zarling
WEST BEND, Wisconsin
05

Office Locations

WEST BEND, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. CLIENT FIRST INVESTMENT MANAGEMENT LLC (CRD# 282600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.