DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
Todd J. Glime Wealth Management, LLC
Futurity First Wealth Management
4321 West College Avenue
Suite 200
Appleton, WI 54914
920-606-9446
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
General Information
Firm Start Year
2003
CRD#
4697151
Firm CRD#
323065
Insurance License#
6484562
Name of Broker/Dealer
Borger Capitol Management
Name of Custodial Firm
Futurity First Wealth Management
States Licensed in
WI
Years of Experience in Financial Services
21
Number of Years with Current Firm
7
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts
Services
Investment Types
Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Home, Your Office, Video Conference
Compliance
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
Qualifications & Membership
Certifications, Accreditations & Designations
Life Underwriter Training Council Fellow (LUTCF), LUTCF®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Life, Disability, Accident, Health, Annuity
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
Compensation Methods
Based on Assets, Commissions, Flat Fee
Additional Details on Charges
I am a Fiduciary IAR with Borger Capital Management, LLC 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 Retirement Advisory Services Through Futurity First Retirement Planning.
Education
BBA Finance - Finance
Wisconsin Whitewater
1982 - 1987
BBA Finance - Finance
UW-Whitewater
9/1/1982 -4/1/1987
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1842236/financialadvisor-Futurity-First-Wealth-Management-detailed-disclosure.html