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Todd Glime

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

Insurance License#

6484562

Name of Broker/Dealer

Sequent Planning, LLC

Name of Custodial Firm

Futurity First Wealth Management

States Licensed in

WI,CA,FL

Years of Experience in Financial Services

18

Number of Years with Current Firm

5

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types

Stocks, Annuities, Insurance, Bonds, Mutual Funds, Commodities, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Your Home, Our Office, Your Office

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations

LUTCF®, Life Underwriter Training Council Fellow (LUTCF)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Accident, Disability, Health, Life, Long Term Care, Variable Life

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

Additional Details on Charges

I can and do provide Fee Based Financial Planning.

Education

BBA Finance - Finance

Wisconsin Whitewater
1982 - 1987

Disclosures

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1842236/financialadvisor-futurity-first-wealth-management-detailed-disclosure