Jacob
Norlander
Client First Investment Management LLC
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About this Advisor
Jacob Norlander is a financial advisor based in West Bend, Wisconsin with 1 year of relevant experience. Norlander is an advisor for Client First Investment Management LLC. Throughout their career, they have worked at Pfs Investments Inc, Primerica Financial Services, Omro School District, Wisconsin Air National Guard, Walmart, Water Street Brewery, Ozaukee Country Club, St. Mary'S Springs Academy and Client First Investment Management LLC. Norlander holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. Client First Investment Management LLC is a financial advisory business operating out of West Bend, WI. The firm has offices in two locations and a total of 16 financial advisors. It controls $128 million in assets among its 478 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 478 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees depend on which services are offered. Fees billed by Client First Investment Management LLC can 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
Jacob Norlander Work History
Jacob has been registered as a financial advisor for 1 years.*
Client First Investment Management LLC
St. Mary'S Springs Academy
Pfs Investments Inc
Primerica Financial Services
Omro School District
Walmart
Water Street Brewery
Ozaukee Country Club
Wisconsin Air National Guard
*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 Jacob Norlander 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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