bode_0000_redo-bode_0001_home_banner_3_2Awards & 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:

https://www.fivestarprofessional.com/Spotlights/43168

Cambridge Recognizes Tom Bode As Part of Their 2018 Circle of Excellence, Leaders Club

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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 2018 Cambridge Ignite Conference in Indiana

Thomas L. Bode, an independent financial advisor with Bode Financial Group, Ltd. of Racine, WI, announced his attendance at a top industry conference.

The annual conference was hosted in Indianapolis by his independent broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Tom Bode joined over 1,800 independent advisors, guests, sponsors, and company executives and staff for four days of peer networking and industry insight.“Each year we look forward to advisors joining us for Ignite,” said Amy Webber, Cambridge’s President. “It’s a time for our entire Cambridge family – advisors, home office staff, and sponsor companies – to come together for celebration, education, and networking. We enjoy sharing our successes with one another while looking into the future as we continually look for better ways to serve clients.”The conference focused on renewing a commitment to excellence in serving clients and an unwavering dedication to independence. In addition to a large variety of general sessions; Ignite attendees engaged in various networking lunches and dinners during their time in Indianapolis. Cambridge’s senior leadership team, as well as nearly 100 home office associates, were in attendance. Cambridge senior leadership believes they learn the most about opportunities to better serve clients through personal engagement and are energized by face-to-face interaction. Cambridge is among the largest privately controlled independent broker-dealers in the U.S. and hosts over 40 professional development conferences each year for more than 2,500 independent rep-advisors.
Cambridge Named 2019 Broker-Dealer of the Year

CIR logoCambridge honored for the 12th time for this highly coveted honor Investment Advisor magazine’s annual poll of Rep-Advisors’ judging their Broker-Dealer

Cambridge is proud to share it has been named by Investment Advisor magazine as a 2019 Broker-Dealer of the Year in Division IV1, the division representing independent broker-dealers with more than 1,000 producing advisors. The honor is based on the results of an annual poll of advisors, conducted by the magazine earlier this year. Cambridge is the only broker-dealer to receive the award 12 times, previously being recognized in 2018-2012, 2010, 2008, and 2007 as Broker-Dealer of the Year in Division IV and in 2003 for Division III, making it the winningest firm in the award’s history.

“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

sam_0000_Bode Spirit AwardCambridge Announces Third Annual Spirit of Cambridge Awards at Annual Conference

Thomas L. Bode, CPA, PFS/CFP®, president of Bode Financial Group, LTD. has been awarded The Spirit of Cambridge Award from his broker-dealer, Cambridge Investment Research, Inc. Tom was given the award at the annual Cambridge Ignite conference in Chicago earlier this month. The Spirit of Cambridge award is presented annually to advisors who have demonstrated the four Cambridge core values of Kindness, Commitment, Flexibility, and Integrity in their lives and practice. Recipients must have been affiliated with Cambridge for a minimum of ten years.Bode is the President of Bode Financial Group, LTD., located in Racine, Wisconsin. He serves his clients with over 25 years of experience in the financial industry. Bode founded Bode Financial Group, LTD. in Lake Forest, Illinois in 1994 and has been affiliated with Cambridge since 1997.
Tom and Steve Forbes at Ignite 2015

TomBode_SteveForbes_1After 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)

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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.

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Recent News & Upcoming Events

  • Cambridge Ignite Conference – Aurora, CO: 9/25/19 – 9/27/19 

  • Cambridge Leader’s Club – Aurora, CO: 9/24/19 – 9/25/19

  • Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI:  6/1/19

  • Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI: 5/11/19

  • Cambridge Signature Club – Nashville, TN: 4/29/19 – 5/1/19

  • Stars and Stripes Honor Flight – Mitchell Airport, Milwaukee, WI: 4/6/19

  • Whisky Fest – Chicago, IL: 3/29/19