Featured Business Financial Advisor in Appleton, WI
Appleton Financial Advisors
Futurity First Wealth Management
4321 West College Avenue, Suite 200
Appleton, WI 54914
(920) 606-9446
Advisor Profile
Todd Glime
Name:  Todd Glime
Phone Number:  (920) 606-9446
Website:  Visit Website
ADV Form II Link:
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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

Gender:    Male
CRD#:    4697151
Insurance License#:    999979
Name of Broker/Dealer:    Sequent Planning, LLC
Name of Custodial Firm:    Futurity First Wealth Management
States Licensed in:    WI,CA,FL
States Willing to do Business in:    All states
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    3
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BBA Finance UW-Whitewater
 

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

Certifications, Accreditations & Designations:    Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 65
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:    I am a commission only financial professional
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.
 
 
 
Prepared By: Todd Glime
 
 
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