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.
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 |
| Number of Years with Current Firm: | 7 |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Commodities, Insurance, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Phone, Video Conference, Email, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Accident, Long Term Care, Disability, Health, Life |
| 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 |
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 am a Fiduciary IAR with Sequent Planning, LLC Futurity First Wealth Management 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 |
Education |
| BBA Finance - Finance | Wisconsin Whitewater
- Whitewater, Wisconsin 1982- 1987 |
Disclosures |
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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. |
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Additional Detailed Disclosures |
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
| 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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