Recent Awards & Events - Bode Financial Group

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:

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

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.

The annual conference was hosted 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. Cambridge’s senior leadership team, as well as nearly 100 home office associates, were in attendance. 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 Honored as 13-time Broker-Dealer of the Year

Cambridge is honored to be recognized Broker-Dealer of the Year¹ in 2020 by Investment Advisor magazine. Cambridge is the only firm to achieve this recognition 13 times, making it the most honored firm in the history of this award – driven by the satisfaction ratings of independent financial professionals.

“We are humbled and proud to receive this prestigious award for the 13^th 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

Cambridge 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

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)

financial services

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 – 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

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, NV, OH, SD, 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.

Bode Financial Group