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Partner, Head of Investment Strategy and Research · Client First Investment Management LLC

David F. Zarling

CRD 6599660 · Named on Form ADV at one SEC-registered adviser

At a glance

Client First Investment Management LLC, an SEC-registered asset manager based in West Bend, WI with $272 million in regulatory assets, lists David F. Zarling on its Form ADV as Partner, Head of Investment Strategy and Research, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Justin W. KruegerPartner, Head of Financial Planning, Client First Investment Management LLC
  • Paul ZarlingManaging Partner & Chief Compliance Officer, Client First Investment Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.