Tom Bode

About Tom Bode

I am President & owner of Bode Financial Group, Ltd, a full service and independent financial services firm that I began in 1994. While working with great clients, we have won numerous Financial Advisory awards. Check out Bodefinancialgroup.com. Take a look at Forbes.com, we\'re there too. Personally, I am into my family first and: single malt scotch, cigars, jazz, the NRA and politics. Many people have said that they spent a long time avoiding getting their \"financial house\" in order. but they also say that once they get started working with a professional to tackle the job - they are really glad they did. They like knowing how far down the path they are toward achieving their financial goals (funding college, retiring, buying a home) and how to be sure that they will decide their future. Here is what we do:INVESTMENT ADVISORY & BROKERAGE SERVICES- Analysis of Investor Profiles- Asset Allocation & Portfolio Analysis- Mutual Funds, Stocks, Bonds, Separately Managed Accounts, Fixed and Variable AnnuitiesINSURANCE- Life Term, Universal, Variable- Estate Protection, Key Man, Executive Bonus, Buy-Sell Coverage- Disability-Income Replacement- Long Term Care-Funding and asset protection strategies- Health-Group & Individual RETIREMENT PLANNING- Retirement Needs Projections, Accumulation and Distribution Strategies- IRA, 401(K), 403(B), SEP, Simple & Profit Sharing Plans- Social Security Benefits Analysis- Lump-Sum Distribution AnalysisFAMILY FINANCIAL PLANNING- Educational Funding- 529 College Savings PlansFeel free to email me and let’s start the conversation.Securities offered through Registered Principal of Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a registered investment adviser. Cambridge and Bode Financial Group, Ltd are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Experience

1. Investment Advisor Representative

   Cambridge Investment Research, Inc.

   Jan 1997 — Present · Milwaukee, WI, US

   I assist my clients toward achieving their financial goals by utilizing a wide range of financial services, including: personal financial services, securities brokerage, alternative investments, insurance, tax planning, and financial planning.

Education

• Marquette University

  Master of Business Administration (MBA)

  1990 — 1992

• Marquette University

  Bachelor of Science (BS), Accounting

  1981 — 1985

Skills

• Executive Compensation Planning
• Disability Insurance
• Executive Pay
• Life Insurance
• Investment Advisory Services
• Series 7
• Cpa
• Portfolio Management
• Asset Allocation
• Mutual Funds
• Saving for Education
• 401k
• Retirement Plan Consulting
• Compensation & Benefit
• Financial Accounting
• Tax Preparation
• Compensation Strategies
• 529 Plans
• Retirement
• Strategic Financial Planning
• Education Funding
• Reit
• Retirement Savings
• Accounting
• Social Security
• Traditional Ira
• Tax Advisory
• Managed Futures
• Retirement Benefits
• Insurance
• Series 24
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Term Life Insurance
• Roth Ira
• Simple Ira
• Iras
• Retirement Planning
• 401k Rollovers