Justin Wayne Krueger

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

• 03/2014 → Present
  Client First Investment Management, Inc.
  West Bend, WI
• 03/2014 → Present
  Client First Insurance Services, Llc
  West Bend, WI
• 01/2016 → Present
  Client First Investment Management Llc
  West Bend, WI
• 12/2015 → Present
  Client First Tax Services Llc
  West Bend, WI
• 12/2015 → Present
  Adaptiv Charts Llc (Aka 360 Investment Research Llc)
  West Bend, WI
• 12/2015 → Present
  Rock Point Partners Llc
  West Bend, WI

Previous Registrations

• 2014-03-21 → 2016-08-29
  Client First Investment Management, Inc.
  West Bend, WI
• 2010-01-14 → 2014-03-24
  Annex Wealth Management, Llc
  West Bend, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-20
• S63 Uniform Securities Agent State Law Examination
  2006-10-19

Designations

• Certified Financial Planner