Awards & Recognitions
Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd. Honored Again in 2019 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, 2015, 2016, 2017, 2018, and again in 2019. 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:
Cambridge Recognizes Tom Bode As Part of Their 2019 Circle of Excellence, Leaders Club
Thomas L. Bode was recognized and honored as a member in the Circle of Excellence by Cambridge Investments Research, Inc. at their National Conference. Tom was recognized in the Leaders Club. Cambridge Investment Research, Inc., member FINRA/SIPC, is an independent, privately owned broker/dealer with over 1,800 independent registered representatives nationwide.
Thomas L. Bode CPA/PFS, CFP® Attends 2019 Cambridge Ignite Conference in Colorado
Thomas L. Bode, an independent financial advisor with Bode Financial Group, Ltd. of Racine, WI, announced his attendance at a top industry conference.
Cambridge Named 2019 Broker-Dealer of the Year
Cambridge honored for the 12th time for this highly coveted honor Investment Advisor magazine’s annual poll of Rep-Advisors’ judging their Broker-Dealer
“We are extremely honored to receive this prestigious award for the 12th time and would like to sincerely thank all of our independent financial advisors for choosing us to support their businesses,” said President and Chief Executive Officer Amy Webber. “Our purpose is to make a difference in the lives of our advisors, their clients, and our associates; not only is this award an important validation of our efforts, but it inspires us to continue developing innovative solutions that fulfill the unique needs of our advisors moving forward.”
Cambridge views the Broker-Dealer of the Year honor as a key measure of achievement in its commitment to continually raise our standards of excellence. This honor is based on receiving advisor feedback in 15 categories from the Broker-Dealer of the Year awards criteria. Independent financial advisors cast ballots, and the broker-dealers that gained the highest composite scores were awarded the honors in four different divisions based on their number of producing advisors. The Broker-Dealer of the Year is profiled in Investment Advisor’s September 2019 print issue and in the digital edition posted online viaThinkAdvisor.com.
1‘Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing advisors 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 advisors. Visit thinkadvisor.com.’
Bode Recognized by Broker-dealer for Service and Commitment
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 Ignite Conference – Virtual: 9/21/20 – 9/25/20
- Cambridge Signature Club – Palm Springs, CA: 5/4/20 – 5/6/20
Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI: 4/25/20
- Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI: 3/28/20
Whisky Fest – Chicago, IL: 3/27/20