David
Zarling
Client First Investment Management LLC
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About this Advisor
David Zarling is a financial advisor who works in West Bend, Wisconsin who has 6 years of industry experience. Zarling is on the advisory team at Client First Investment Management LLC. Their career trajectory has included roles at Client First Investment Management LLC, Client First Tax Services LLC, 360 Investment Research LLC, Client First Insurance Services, LLC, Bmo Global Asset Management, Oneamerica Retirement Services and Rock Point Partners. Zarling maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Wisconsin. Client First Investment Management LLC is a financial advisory firm that has its headquarters in West Bend, WI. The company has offices in two locations and a total of 16 people on staff. It handles $128 million in assets under management between its 478 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 478 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically vary depending on which service is offered. However, fees charged by Client First Investment Management LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Client First Investment Management LLC Brokerage Details
$128,200,000
16
478
$268,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Zarling Work History
David has been registered as a financial advisor for 6 years.*
Client First Investment Management LLC
Client First Tax Services LLC
360 Investment Research LLC
Client First Insurance Services, LLC
Rock Point Partners
Oneamerica Retirement Services
Bmo Global Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Zarling 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
Charlotte, NC
Alexandria, MN
West Bend, WI
West Bend, WI
West Bend, WI
West Bend, WI
West Bend, WI
West Bend, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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