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Todd Glime, LUTCF®, LUTCF
Futurity First Wealth Management

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

About Todd Glime

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.


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.

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General Information

Firm Start Year:   2003
Insurance License#:   6484562
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:   5
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities
Can meet clients in the following ways:   Your Home, Our Office, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Life, Health, Annuity, Accident, Disability
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

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $5000.00
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Additional Details on Charges:   I can and do provide Fee Based Financial Planning.

Education

BBA Finance  - Finance   Wisconsin Whitewater  - Whitewater, Wisconsin
1982- 1987

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    18 Years of Experience

  • CRD# 4697151
  • Insurance License# 6484562
  • Series: 65

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

All states
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