Awards & Recognitions
Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd. Honored Again in 2026 with the Five Star Wealth Manager Award
Thomas L. Bode, CPA/PFS, CFP® named one of Milwaukee’s outstanding wealth managers.
Five Star Professional is pleased to announce Thomas L. Bode, CPA/PFS, CFP®, Bode Financial Group Ltd., has been chosen as one of Milwaukee’ Five Star Wealth Managers for 2014 – 2025 and again in 2026. Five Star Professional partnered with Milwaukee Magazine to recognize a select group of Milwaukee area wealth managers who provide quality services to their clients. Thomas L. Bode, CPA/PFS, CFP® is featured, along with other award winners, in a special section of the July issue.
“We have a unique approach at the Bode Financial Group, we look at retirement, legacy, educational, and insurance planning on the most comprehensive basis. We examine after tax retirement income and insurance protection to ensure outstanding client care. It is an honor to be given such a prestigious award,” said Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” said Jonathan Wesser, Research Director, Five Star Professional. Thomas L. Bode, CPA/PFS, CFP,®’s Five Star award profile can be viewed:
Thomas L. Bode CPA/PFS, CFP® Attends 2025 Cambridge Ignite Conference
Thomas L. Bode, an independent financial advisor with Bode Financial Group, Ltd. of Racine, WI, announced his attendance at a top industry conference.
Cambridge Honored as 13-time Broker-Dealer of the Year
Cambridge Honored as 13-time Broker-Dealer of the Year
“We are humbled and proud to receive this prestigious award for the 13th time,” said President and Chief Executive Officer Amy Webber. “We are grateful for our independent financial professionals, who continue to inspire us through these unprecedented times and deliver their unwavering commitment to serving their investing clients.”
This Broker-Dealer of the Year honor is a key measure to Cambridge in its commitment to continually raising standards of excellence. This honor stems from satisfaction ratings in 15 categories by independent financial professionals regarding the Broker-Dealer of the Year awards criteria.
“We serve those who serve others, and we offer thanks to our clients – the independent financial professionals who choose Cambridge to support their businesses,” said Webber. “We also thank our associates who work so closely with financial professionals to reflect our values and purpose to make a difference – together we’ve proved we are stronger when united.”
1Investment Advisor magazine, 2007, 2008, 2010, 2012 – 2020, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals. Visit thinkadvisor.com.
Cambridge Named to Top Workplace Iowa List for 15th Consecutive Year
Cambridge Named to Top Workplace Iowa List for 15th Consecutive Year
FAIRFIELD, IA – September 29, 2025 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving 4,000 financial professionals nationwide, is proud to be named a Top Workplace in Iowa for the 15th consecutive year. Cambridge was recognized among large companies that employ more than 500 associates and has been named to the Top Workplace Iowa list every year since the program was introduced in 2011. The regional Top Workplaces award is built on the program’s longstanding history of surveying more than 20 million employees across 54 markets.
“We are honored to be recognized as a Top Workplace in Iowa for the 15th year in a row,” said Cambridge CEO, Amy Webber. “There is no Cambridge without our associates, and we are always looking for ways to support their personal and professional development. We’re proud to be named a top workplace in Iowa alongside some terrific companies in our home state.”
The annual Top Workplace Iowa list is based on associate feedback through an anonymous survey conducted by Energage, an independent research company. The survey focuses on three components of the workplace in particular:
- Satisfaction — An assessment of the day-to-day job
- Organizational Health — An assessment of the fundamentals of the company
- Engagement — An assessment of how associates feel about working at the company overall
In addition to earning 15 Top Workplace Iowa awards, Cambridge was also recognized earlier this year on USA TODAY’s Top Workplace USA list for the fifth consecutive year and received its third consecutive Top Workplace Industry award in Financial Services. Learn more about the Top Workplaces program and its award methodology here.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
The Top Workplace in Iowa, 2011-2025; The Top Workplace USA, 2021-2025; The Financial Services Industry Top Workplace, 2022-2025, recognitions are determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
Bode Recognized by Broker-dealer for Service and Commitment
Cambridge Announces Third Annual Spirit of Cambridge Awards at Annual Conference
Tom and Steve Forbes at Ignite 2015
After appearing in the 6/29 issue of Forbes, Tom was honored to have lunch with Steve Forbes, who shared his perspective on current stock market volatility. Tom and Steve shared insights, their thoughts on strategies to manage portfolio volatility, and timely financial planning updates at Bode Financial Group Ltd.
Thomas L. Bode Announces That It Became a Member of the Financial Services Institute (FSI)
The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.
Bode Financial Group Ltd. is a Proud Member of the NRA Business Alliance and Patron Member of the NRA
The NRA Business Alliance was established in 1992 to provide NRA member businesses with a marketplace to sell goods and services to fellow NRA members. The NRA’s Business Alliance web site, service directory, member magazines and promotions, and NRA member businesses reach nearly four million NRA members.
Recent News & Upcoming Events
- Cambridge Signature Club – 5/13/2026 – 5/15/2026 – Bonita Springs, FL
- Cambridge Leader’s Club – 9/15/2026 – 9/16/2026 – Kissimmee, FL
- Cambridge Ignite Conference – 9/16/2026 – 9/18/2026 – Kissimmee, FL
Bode Financial Group, LTD - 4061 N Main Street - Suite 250 - Racine, WI 53402 - Ph: (262) 898-7300 - F: (262) 898-7301
Form CRS for Cambridge | Form CRS for CIRA | Form CRS Supplement
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bode Financial Group, LTD and Cambridge Investment Research, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, DC, FL, GA, IL, IN, KY, MI, MN, NC, UT, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Bode Financial Group, LTD makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
** To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
© 2018 Bode Financial Group, LTD