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Justin Wayne Krueger

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
FL RA APPROVED 2025-01-20
WI RA APPROVED 2025-01-20
TX RA APPROVED_RES 2020-09-14
  • FL RA
    APPROVED
    Since 2025-01-20
  • WI RA
    APPROVED
    Since 2025-01-20
  • TX RA
    APPROVED_RES
    Since 2020-09-14

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
Client First Investment Management, Inc. West Bend WI 03/2014 Present
Client First Insurance Services, Llc West Bend WI 03/2014 Present
Client First Investment Management Llc West Bend WI 01/2016 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 12/2015 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-20
S63 Uniform Securities Agent State Law Examination 2006-10-19
  • S65 Uniform Investment Adviser Law Examination
    2009-03-20
  • S63 Uniform Securities Agent State Law Examination
    2006-10-19
Designations

View on SEC IAPD

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Other Investors

NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST BEND, WI
CWP PRIVATE WEALTH MANAGEMENT · WEST BEND, WI
CAPITAL WEALTH ADVISORS, LTD. · WEST BEND, WI
LARSON WEALTH MANAGEMENT, LLC · WEST BEND, WI
HBW RIA SERVICES, LLC · WEST BEND, WI
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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