Awards & Recognitions
Thomas L. Bode, CPA/PFS, CFP® of Bode Financial Group Ltd. Honored Again in 2023 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, 2019, 2020, 2021, 2022 and again in 2023. 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 2022 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.
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 – Orland, FL 9/20/23 – 9/22/23
- Stars and Stripes Honor Flight – 6/17/23,9/9/23, 10/7/23 and 11/4/23