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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 | 2025-11-07 |
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 |
|---|---|---|---|---|
| Student | Jackson | WI | 08/2010 | 05/2022 |
| Doman's | Jackson | WI | 05/2022 | 09/2022 |
| University Of Denver | Highlands Ranch | CO | 09/2022 | 03/2024 |
| Hair Of The Dog | West Bend | WI | 03/2024 | 07/2024 |
| Self Employed | Jackson | WI | 07/2024 | 10/2024 |
| Client First Tax And Wealth Advisors | West Bend | WI | 11/2024 | Present |
| Client First Investment Management Llc | West Bend | WI | 11/2024 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
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