Advisors at this firm
Ludger B
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Ludger Borger is a financial advisor at Borger Capital Management LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Borger International Consulting Group, Borger Capital Group LLC, and New York Life Insurance Company. Outside of advising, he is involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management is a state-registered investment adviser serving primarily individual clients through discretionary portfolio management and financial planning. The firm employs a combination of technical, fundamental, and cyclical analyses and offers a range of investment strategies, focusing on a small client base rather than high-net-worth households.
Carlos S
Series 63, Series 65
Apopka, FL
Borger Capital Management LLC
Carlos Sacasa is a financial advisor at Borger Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in sales of home items through eBay and collects royalties from a sole-use copyright. Borger Capital Management is a state-registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual clients. The firm employs a diverse investment approach incorporating technical, fundamental, and cyclical analyses, and serves a small client base with a focus on individual, non-high-net-worth investors.
Todd G
Series 66
Appleton, WI
Borger Capital Management LLC
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.