Client First Investment Management LLC

CRD 282600 · West Bend, WI · $271.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282600
SEC number: 801-123113
Firm type: RIA
Assets under management: $271.9M as of Feb 11, 2026
Website: www.linkedin.com/company/client-first-tax-and-wealth-advisors ↗
Phone: 262-335-1700
Address: 215 N. Main Street, West Bend, WI, 53095

Advisors at this firm

8 in our index · page 1 of 1

Bradley Calvin DraegerCRD 7273011 · West Bend, WI

IA Registered
Logan M DraegerCRD 8148608 · West Bend, WI

IA Registered
Kevin FirariCRD 7269330 · West Bend, WI

IA Registered
Justin Wayne KruegerCRD 5201537 · West Bend, WI

IA Registered
Ian Thomas McmillanCRD 5923287 · Charlotte, NC

IA RegisteredRegistration inactive
Cade Patrick MiskimenCRD 7807549 · West Bend, WI

IA Registered
David Frederic ZarlingCRD 6599660 · West Bend, WI

IA Registered
Paul ZarlingCRD 6599663 · West Bend, WI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 282600 ↗ FINRA BrokerCheck record for firm CRD 282600 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.