Vetted Advisor's Table

Todd J. Glime Wealth Management, LLC, LUTCF®, LUTCF
Futurity First Wealth Management

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

About Todd J. Glime Wealth Management, LLC

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.

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
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


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


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


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Additional Detailed Disclosures


    20 Years of Experience

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


Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I 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