wiseradvisor

Todd Glime
Futurity First Wealth Management

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

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.


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, Individual Investors, Non-Profit Organizations


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities
I can meet clients in the following ways:   At your office, At my office, At your home


Qualifications & Memberships

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


Education

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


Todd Glime

Todd Glime

LUTCF

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

All states