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Cade Patrick Miskimen

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 2024-10-28
  • WI RA
    APPROVED
    Since 2024-10-28

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 Tax And Wealth Management West Bend WI 07/2023 12/2023
Client First Investment Management Llc West Bend WI 12/2023 Present
Student West Bend WI 07/2013 07/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28

View on SEC IAPD

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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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