IM
Ian Mcmillan
from Client First Investment Management LLC
Ian Mcmillan is a financial advisor based in Wisconsin, West Bend,
with 12 years of experience. Ian currently works for
Client First Investment Management LLC.
Ian maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ian Mcmillan works at Client First Investment Management LLC
Client First Investment Management LLC is a financial advisory firm based in West Bend, Wisconsin. It currently has approximately $128,200,000 of assets under management and employs about 15 people. Client First Investment Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
215 N. Main Street, Suite 1040, West Bend, Wisconsin, 53095
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