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    Paladin Research Report For:

    Todd J. Glime Wealth Management, LLC

    Futurity First Wealth Management

    LUTCF®LUTCF
    4321 West College Avenue
    Suite 200
    Appleton, WI 54914
    920-606-9446
    Visit Website
    www.futurityfirst.com

    About Todd J. Glime Wealth Management, LLC

    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

    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

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1842236/paladinregistry-Futurity-First-Wealth-Management-detailed-disclosure.html

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    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

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