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.
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#: | 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 |
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
| 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 |
| All states |
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