Cade Patrick Miskimen
Investment adviser representative at Client First Investment Management LLC
10 yearsExperience
1 stateRegistered in
$271.9MFirm assets
4 yearsFirm in business
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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
10 years in the industry.
- Client First Investment Management LLCDec 2023 to now
- Client First Tax and Wealth ManagementJul 2023 to Dec 2023
- StudentJul 2013 to Jul 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7807549
- Firm CRD
- 282600