Awards & Recognitions
Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd. Honored Again in 2018 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, and again in 2018. 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 2017 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 2017 Cambridge Ignite Conference in Chicago
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 2018 Broker-Dealer of the Year
Cambridge honored for the 11th time for this highly coveted honor Investment Advisor magazine’s annual poll of Rep-Advisors’ judging their Broker-Dealer
Thomas L. Bode CPA/PFS, CFP® announced his broker-dealer, Cambridge Investment Research, Inc. (Cambridge) was named by Investment Advisor magazine as ‘2018 Broker-Dealer of the Year in Division IV’ – the division representing independent broker-dealers with over 1,000 producing advisors. The honor is based on the results of the annual poll conducted by the magazine in June of this year. Cambridge has earned this honor for the eleventh time, previously being honored 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III.
“We are extremely proud to receive this prestigious honor for the 11th time and would like to sincerely thank all of Cambridge’s independent financial advisors for their continued dedication and loyalty”, said President and Chief Executive Officer Amy Webber. “In a year of significant change, it is especially heartwarming and encouraging to know that we are fulfilling our purpose of making a difference in their lives. Cambridge uses the Broker-Dealer of the Year honor as one key measure of success, and we are committed to raisin our high standards of excellence in serving those who serve others.”
Cambridge’s honor is based on receiving advisor feedback in 15 separate categories from the Broker-Dealer of the Year awards criteria. Registered representatives 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 winning broker-dealers are profiled in Investment Advisor’s August 201 issue and online via ThinkAdvisor.
About Broker-Dealer of the Year
According to ThinkAdvisor.com, The rules for Investment Advisor’s Broker-Dealers of the Year readers’ poll remained the same in their 28th annual contest. Only producing representatives of the independent broker-dealers that appeared in their June 2018 Broker-Dealer Reference Guide were eligible to vote in online balloting on ThinkAdvisor.com from June 1, 2018 through July 1, 2018. Each voter was vetted by Investment Advisoreditorial staff to ensure compliance with the “one person, one vote” principle and that each voter was, in fact, registered with FINRA as an independent contractor registered representative of the broker-dealer for which they voted. Those BDs that received the highest average rating from their own reps were deemed Broker-Dealers of the Year in four different divisions based on the number of reps this ensured the BDs in each division competed against similar-sized rivals.
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
- 10/17/18 – 10/19/18 Cambridge Ignite Conference – Indianapolis, IN
- 10/15/18 – 10/17/18 Cambridge Leader’s Club – Indianapolis, IN
- 9/19/18 – American Funds Shareholder Dinner Event – Milwaukee, WI
- 6/2/18 Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI
- 5/5/18 Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI
- 4/14/18 Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI
- 3/23/18 Whisky Fest – Chicago, IL