Logan M Draeger

Employer firm

Client First Investment Management LLC CRD 282600

$272M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 05/2022
  Student
  Jackson, WI
• 05/2022 → 09/2022
  Doman's
  Jackson, WI
• 09/2022 → 03/2024
  University Of Denver
  Highlands Ranch, CO
• 03/2024 → 07/2024
  Hair Of The Dog
  West Bend, WI
• 07/2024 → 10/2024
  Self Employed
  Jackson, WI
• 11/2024 → Present
  Client First Tax And Wealth Advisors
  West Bend, WI
• 11/2024 → Present
  Client First Investment Management Llc
  West Bend, WI

Other Businesses

Logan M Draeger works at the front desk of Client First, an investment advisory firm. His responsibilities include answering calls, greeting clients, scheduling meetings, managing emails, auditing accounts in Black Diamond, onboarding clients, completing CRM workflows in Wealthbox, and assisting with service tasks as needed. He does not receive commissions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-07