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Financial ADVSR advisor directory · SEC adviser records

Client First Investment Management LLC financial advisors

Every SEC-registered investment adviser representative at Client First Investment Management LLC, by the state and city of the office they work from.

6 registered advisors work at Client First Investment Management LLC, in 2 states and 2 cities; the most are in West Bend, WI (5). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Client First Investment Management LLC advisor by name →Who joined and left Client First Investment Management LLC →Client First Investment Management LLC: assets, clients and custodians →

Cities with the most Client First Investment Management LLC advisors

West Bend, WI 5Charlotte, NC 1

Client First Investment Management LLC advisors by state

Client First Investment Management LLC in Wisconsin 5

West Bend 5

Client First Investment Management LLC in North Carolina 1

Charlotte 1

Questions

How many financial advisors does Client First Investment Management LLC have?

6 investment adviser representatives are registered with Client First Investment Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Client First Investment Management LLC have the most advisors?

West Bend, WI, with 5 registered advisors, then Charlotte, NC (1). By state, Wisconsin has the most, with 5.

How do I find a Client First Investment Management LLC financial advisor near me?

Pick your state below, then your city, to see every Client First Investment Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Client First Investment Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →