Daniel
Gorghuber
Client First Investment Management LLC
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About this Advisor
Daniel Gorghuber is a financial advisor based in Alexandria, Minnesota, working with Client First Investment Management LLC. Daniel has previously held positions at Bell Bank, Van Ahn And Company, and Client First Investment Management LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Daniel is part of Client First Investment Management LLC, which operates out of Alexandria, Minnesota. The firm has 3 offices and 14 employees. The firm manages assets totaling $126.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Client First Investment Management LLC includes asset-based, hourly, and fixed fees.
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Fee Structure
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Client First Investment Management LLC Brokerage Details
$126,177,235
14
479
$263,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Daniel Gorghuber Work History
Client First Investment Management LLC
Van Ahn And Company
Bell Bank
Bell Bank
Bell Bank
Disclosures
Please visit the SEC profile of Daniel Gorghuber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Client First Investment Management LLC
West Bend, WI
West Bend, WI
Alexandria, MN
Charlotte, NC
West Bend, WI
West Bend, WI
West Bend, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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