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215 N. Main Street Suite 1040, West Bend, WI 53095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-02 |
Branch Locations
215 N. Main Street Suite 1040, West Bend, WI 53095 • 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 | 09/2016 | Present |
| Client First Investment Management, Llc | West Bend | WI | 06/2020 | Present |
| Carroll University | Waukesha | WI | 06/2010 | 09/2016 |
1) HUSTISFORD SCHOOL DISTRICT; ASSISTANT HIGH SCHOOL BASEBALL COACH; INVESTMENT RELATED: NO; 845 SOUTH LAKE STREET, HUSTISFORD, WI 53034; PUBLIC SCHOOL DISTRICT; ASSIST WITH HIGH SCHOOL BASEBALL PRACTICES, GAMES, AND OTHER FUNCTIONS DURING THE HIGH SCHOOL BASEBALL SEASON; 2019-01-01; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 60; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-02 |
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