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330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-04 |
| WI | RA | APPROVED | 2020-10-16 |
Branch Locations
330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client First Investment Management, Llc | West Bend | WI | 06/2020 | 08/2020 |
| Client First Investment Management, Llc | West Bend | WI | 05/2018 | 08/2020 |
| Kohl's Department Store | Grafton | WI | 05/2017 | 05/2018 |
| University Of Wisconsin - Whitewater | Whitewater | WI | 09/2016 | 12/2019 |
| Diversified Management, Inc. | Milwaukee | WI | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
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