wiseradvisor


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.

See Disclosures

Talk to an Advisor and GET ANSWERS   
      

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:   Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

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

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Accident, Disability, Health, Life, Long Term Care, Variable Life
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:   Based on Assets, Flat Fee, Commissions
Additional Details on Charges:   I can and do provide Fee Based Financial Planning.

Education

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

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

    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
brokercheck