Advisor at Client First Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Client First Investment Management LLC
Location
West Bend, WI 53095
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Fixed fees ranging from $250 to $3,000 for financial plans and consulting projects
<$100,000 - $100,000: 2.50% / yr >$100,000 - $1,000,000: 2.00% / yr >$1,000,000 - $10,000,000: 1.75% / yr >$10,000,000 - $100,000,000: 1.625% / yr >$100,000,000+: 1.5625% / yr
Insurance commissions earned separately from advisory fees
$200 per hour
Flat monthly rate $49.95 (negotiable) for asset allocation and investment selection services
Fee-only: Hourly fee at $200 per hour; Fixed fees $250 to $3,000 for financial plans and consulting projects; Flat monthly rate $49.95 for asset allocation services (negotiable)
Client First Investment Management LLC
2016 - Present (10 years)
Rock Point Partners LLC
2015 - Present (11 years)
Adaptiv Charts LLC (aka 360 Investment Research LLC)
2015 - Present (11 years)
Client First Tax Services LLC
2015 - Present (11 years)
Client First Insurance Services, Llc
2014 - Present (12 years)
Client First Investment Management, Inc.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Cedarburg, WI
Edward Jones
Series 63, Series 66
Cedrburg, WI
Fidelity
Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual goals. He has over 25 years of experience in the financial services industry, working with a diverse range of clients to articulate and work towards their financial objectives. Prior to joining Fidelity in 2023, Kevin held various roles including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience spans multiple facets of financial advising and client service. Outside of his professional career, Kevin enjoys cooking and baking, football, gardening, parenthood, and traveling.
Series 63, Series 66
West Bend, WI
Edward Jones
CFP®, Series 66
Cedarburg, WI
Fidelity
Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.
Series 63, Series 66
Hartford, WI
Edward Jones
Series 66
West Bend, WI
Edward Jones
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