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Financial ADVSR advisor directory · SEC adviser records

Client First Investment Management LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Client First Investment Management LLC office in Wisconsin, by city and A to Z.

The short answer

5 registered advisors work at Client First Investment Management LLC in Wisconsin, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in West Bend (5). 1 list the CFP designation and 0 are also registered broker representatives.

Client First Investment Management LLC advisors by city in Wisconsin

Every firm in Wisconsin →

West Bend 5

Client First Investment Management LLC advisors in Wisconsin, A to Z

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Client First Investment Management LLC advisors in every state →Client First Investment Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Client First Investment Management LLC financial advisors are in Wisconsin?

5 investment adviser representatives are registered at Client First Investment Management LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

West Bend, with 5. Client First Investment Management LLC has advisors in 1 city in Wisconsin.

How do I check a Client First Investment Management LLC advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Client First Investment Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.