CLIENT FIRST INVESTMENT MANAGEMENT LLC of WEST BEND, WI is an SEC-registered investment adviser (CRD 282600). Regulatory assets under management: $271.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| David Zarling | MANAGING MEMBER | — |
| Justin Wayne Krueger | MANAGING MEMBER; PARTNER, HEAD OF FINANCIAL PLANNING | — |
| Paul Zarling | MANAGING MEMBER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | West Bend, WI |
| David Frederic Zarling | PARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCH | — |
| Zarling David | MANAGING MEMBER | — |
| KRUEGER JUSTIN WAYNE | MANAGING MEMBER; PARTNER, HEAD OF FINANCIAL PLANNING | — |
| Zarling Paul | MANAGING MEMBER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Zarling David Frederic | PARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCH | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTE | NC | 1 | (864) 884-1208 |
| CHARLOTTE | NC | 1 | (864) 884-1208 |