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Todd G

Series 66

Appleton, WI

Borger Capital Management LLC

Todd Glime is a financial advisor at Borger Capital Management LLC in Appleton, WI, with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sequent Planning, LLC and Futurity First Insurance Group. In addition to his advisory role, he spends a significant portion of his professional time in insurance brokerage through an affiliated marketing organization. Borger Capital Management LLC is a state-registered investment adviser formed in 2022, serving individuals, families, and small business owners with asset and portfolio management, financial and retirement planning, and insurance planning. The firm employs a strategy focused on precious-metals related positions and incorporates charting, fundamental, technical, and cyclical analysis in its investment process.

Cash flow / budgeting
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