Advisor at Borger Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Borger Capital Management LLC
Location
Appleton, WI
Credentials
Series 66
Industry experience
20 years
Todd Glime is a financial advisor at Borger Capital Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Sequent Planning, LLC, Futurity First Insurance Group, and Mass Mutual Financial. Borger Capital Management is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management and financial planning. The firm employs a multifaceted investment approach that includes technical and fundamental analysis, and it maintains a small, hands-on client base.
$0 - $250,000: 1.35% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.65% $10,000,000+: 0.45%
$300 per hour
Minimum fee: $1,800 minimum annual fee for asset-based advisory services
Appleton, WI
Wisconsin
Sequent Planning, LLC
2018 - 2024 (6 years)
Futurity First Insurance Group
2016 - Present (10 years)
MML Investors Services Inc
2005 - 2016 (11 years)
Mass Mutual Financial
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
CFP®, Series 66
Appleton, WI
Denarius Wealth Management
Series 65
Appleton, WI
Freedom Wealth LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")