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.
General Information |
| Firm Start Year: | 2003 | |
| Insurance License#: | 999979 |
| Name of Broker/Dealer: | Sequent Planning, LLC |
| Name of Custodial Firm: | Futurity First Wealth Management |
| States Licensed in: | WI,CA,FL |
| Number of Years with Current Firm: | 3 |
| I work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
Services |
| Investment Types: | Commodities, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance |
| I can meet clients in the following ways: | At my office, At your home, At your office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Annuity, Disability, HMO, Life, Long Term Care, Variable Life, Health |
| Financial Organization Memberships: | Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA) |
| Non-Financial Organization Memberships: | Member of the Fox Valley Estate Council |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based (Fee and Commissions) |
| Minimum Portfolio Size for New Managed Accounts: | $5000.00 |
| Compensation Methods: | Commissions, Flat Fee, Based on Assets |
| Additional Details on Charges: | I can and do provide Fee Based Financial Planning. |
| BBA Finance - Finance |
Wisconsin Whitewater - Whitewater, Wisconsin
1982- 1987 |
Todd holds a bachelor's degree in finance from UW-Whitewater.In addition to being a 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.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| All states |