RIA Intelligence

CLIENT FIRST INVESTMENT MANAGEMENT LLC

CRD #282600 SEC #801-123113 WEST BEND, WI 262-335-1700
SEC Registered
Total AUM
$184.4M
Discretionary
$184.4M
Employees
16
Clients
--
Accounts
1,391

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 15, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
KRUEGER, JUSTIN, WAYNEIPARTNER, HEAD OF FINANCIAL PLANNINGNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, David, FredericIPARTNER, HEAD OF INVESTMENT STRATEGY AND RESEARCHNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
Zarling, PaulIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERNA Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control
ROCK POINT PARTNERS, LLCDEMANAGING PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
KRUEGER, JUSTIN, WAYNEIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, DavidIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control
Zarling, PaulIROCK POINT PARTNERS, LLCC Control

Registrations

Federal

IA
May 15, 2025 REGISTERED

Notice Filings (7)

CA FL IL MN NC TX WI

Address

215 N. MAIN STREET
SUITE 1040
WEST BEND, WI 53095
United States
Phone: 262-335-1700