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Financial ADVSR advisor directory · SEC adviser records

Client First Investment Management LLC financial advisors in West Bend, WI

Every SEC-registered investment adviser representative at a Client First Investment Management LLC office in West Bend, A to Z.

The short answer

5 registered advisors work at Client First Investment Management LLC in West Bend, out of 6 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Client First Investment Management LLC advisors in West Bend, A to Z

Every Client First Investment Management LLC advisor →

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

Client First Investment Management LLC advisors in other cities

Charlotte, NC 1

Other firms in West Bend

All West Bend advisors →

Wells Fargo Advisors Financial Network, LLC 22Stifel, Nicolaus & Company, Incorporated 13Robert W. Baird & Co. Incorporated 11LPL Financial LLC 10Thrivent Investment Management Inc. 7Edward Jones 5Commonwealth Financial Network 3

Questions

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

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

Is Client First Investment Management LLC one of the largest advisor employers in West Bend?

Client First Investment Management LLC ranks number 6 in West Bend by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 22.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.