Client First Investment Management LLC
● SEC registered since 2022CRD 282600SEC# 801-123113West Bend, WI
Reg. AUM
$271.9M
Employees
16
Accounts
1,578
Location
West Bend, WI
Client First Investment Management LLC assets under management
Client First Investment Management LLC is an SEC-registered investment adviser based in West Bend, WI. The firm has been registered since 2022. It reports $271.9 million in regulatory assets under management and employs 16 people.
Client First Investment Management LLC owners & executives
7 reported| 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 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Client First Investment Management LLC manage?
Client First Investment Management LLC reports $271.9 million in regulatory assets under management on its Form ADV.
How many employees does Client First Investment Management LLC have?
Client First Investment Management LLC reports 16 employees.
Where is Client First Investment Management LLC located?
Client First Investment Management LLC is based in West Bend, WI and has been SEC-registered since 2022.
Does Client First Investment Management LLC disclose fund performance?
Client First Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$271.9M▲ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$271.9Mregulatory AUM
Discretionary $271.9M