| Name | Title | Ownership | Since |
|---|---|---|---|
| David Zarling Control | Partner, Head Of Investment Strategy And Research | Under 5% | 2017 |
| Justin Wayne Krueger Control | Partner, Head Of Financial Planning | Under 5% | 2015 |
| Paul Zarling Control | Managing Partner & Chief Compliance Officer | Under 5% | 2017 |
Client First Investment Management LLC reports $184.4 million in regulatory assets under management on its Form ADV.
Client First Investment Management LLC reports 16 employees.
Client First Investment Management LLC is based in West Bend, WI and has been SEC-registered since 2022.
Client First Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 215 N. Main Street, Suite 1040, West Bend, WI 53095 |
| Phone | 262-335-1700 |
| Fax | 262-335-1713 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $184.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $184.4M |