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Client First Investment Management LLC

SEC Registered
West Bend, WI262-335-1700
Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
1578

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesCharitable OrganizationsCorporations

Leadership

Justin Wayne Krueger
PARTNER, HEAD OF FINANCIAL PLANNING
Llc Rock Point Partners
MANAGING PARTNER
Justin Wayne Krueger
MANAGING MEMBER
David Zarling
MANAGING MEMBER
Paul Zarling
MANAGING MEMBER
Paul Zarling
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
David Frederic Zarling
PARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCH

Office locations

2 offices in 2 states
WI
West BendHQ
NC
Charlotte

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#282600
SEC Number
801-123113
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of February 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Client First Investment Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Client First Investment Management in West Bend, WI