# CLIENT FIRST INVESTMENT MANAGEMENT LLC

CLIENT FIRST INVESTMENT MANAGEMENT LLC of WEST BEND, WI is an SEC-registered investment adviser.

## Registration

- CRD: 282600
- Type: SEC-registered investment adviser
- SEC file number: 801-123113
- Location: 215 N. MAIN STREET, SUITE 1040, WEST BEND, WI, 53095
- Phone: 262-335-1700
- Latest filing: 2026-02-11
- Regulatory AUM: $271.9M
- Discretionary AUM: $271.9M
- Clients: 16
- Accounts: 1,578

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (8)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTE | NC | 1 | (864) 884-1208 |
| CHARLOTTE | NC | 1 | (864) 884-1208 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282600/similar
- Related entities: https://search.stillhousedata.com/firm/282600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282600

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.