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Bradley Calvin Draeger

Client First Investment Management LLC

West Bend, WI

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Current Employers
Client First Investment Management Llc

215 N. Main Street Suite 1040, West Bend, WI 53095 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-16
  • WI RA
    APPROVED
    Since 2024-01-16

Branch Locations

215 N. Main Street Suite 1040, West Bend, WI 53095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ptc Jackson WI 01/2012 05/2021
Client First Investment Management, Llc West Bend WI 01/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-30
  • S65 Uniform Investment Adviser Law Examination
    2020-11-30

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
J.P. MORGAN SECURITIES LLC · WEST BEND, WI

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