Justin Wayne Krueger
Investment adviser representative at Client First Investment Management LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$271.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Adaptiv Charts LLC (aka 360 Investment Research LLC)Dec 2015 to now
- Client First Tax Services LLCDec 2015 to now
- Rock Point Partners LLCDec 2015 to now
- Client First Insurance Services, LLCMar 2014 to now
- Client First Investment Management, Inc.Mar 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WI).
Client First Investment Management LLC
$271.9MAssets managed
608Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5201537
- Firm CRD
- 282600