VETTED

Todd J. Glime Wealth Management, LLC

LUTCF^®, LUTCF

Tel: 920-606-9446 4321 West College Avenue Suite 200 Appleton, WI 54914

About Todd J. Glime Wealth Management, LLC

Todd holds a bachelor's degree in Finance from UW-Whitewater. In addition to being a Fiduciary Financial Planner, Todd Glime is a member of the National Association of Insurance and Financial Advisors and Fox Valley Estate Planning Council. He also holds the Life Underwriter Training Council Fellow (LUTCF) designation. In his free time, Todd likes to golf, hunt, and snowmobile. www.glimewealthmanagement.com

About Futurity First Wealth Management

I provide comprehensive financial planning for my clients from investment,estate planning,life insurance,annuities, disability, and long term care. I am an independent broker and represent multiple companies.I am a member of NAIFA and MDRT. I belong to the Fox Valley Estate Planning Council.

See Disclosures

Education

Academic Background:

BBA Finance UW-Whitewater

General Information

CRD#:

4697151

Firm CRD#:

323065

Insurance License#:

6484562

Name of Broker/Dealer:

Borger Capitol Management

Name of Custodial Firm:

Futurity First Wealth Management

States Licensed in:

States Willing to do Business in:

All states

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Certifications, Accreditations & Designations:

Life Underwriter Training Council Fellow (LUTCF), LUTCF^®

Securities Licenses:

Series 65

Insurance and Annuity Licenses:

Long Term Care, Life, Disability, Accident, Health, Annuity

Financial Organization Memberships:

National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable

Non-Financial Organization Memberships:

Member of the Fox Valley Estate Council

Services

Investment Types:

Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Our Office, Your Home, Your Office, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$5000

Compensation Methods:

Based on Assets, Commissions, Flat Fee

Additional Details on Charges:

I am a Fiduciary IAR with Borger Capital Management, LLC and I can and do provide Fee Based or non Fee Based Financial Planning. Todd J. Glime Wealth Management, LLC with an office in Appleton and Green Bay, WI Retirement Advisory Services Through Futurity First Retirement Planning.

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1842236/wiseradvisor-futurity-first-wealth-management-detailed-disclosure.html

21 Years of Experience

CRD# 4697151 Firm CRD# 323065Insurance License# 6484562Series 65

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Communities Served