Bode Financial Group, Ltd is a full service provider of personal financial services including investment advisory services, securities brokerage, insurance, tax planning, and financial planning. Tom also provides services to corporations in the areas of executive compensation planning and qualified plans. 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. Bode Financial Group, LTD - 4061 N Main Street, Suite 250 Racine, WI 53402
| Website | http://bodefinancialgroup.com/ |
| Revenue | $2.4 million |
| Employees | 5 (0 on RocketReach) |
| Address | Suite 250 ph 262 F 262 898-7301, Racine, Wisconsin 53402, US |
| Phone | +1 262-898-7300 |
| Fax | (262) 898-7300 |
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| Industry | Financial Services, Brokerage, Finance |
| Keywords | Financial Services, Personal Finance, Financial Advisor, Investment Management, Investment Advisory, Financial Planning, Investment Strategies, Wealth Management, Portfolio Management, Financial Consulting, Securities Brokerage, Brokerage Services, Risk Management, Insurance Advisor, Insurance Services, Retirement Planning, Tax Advisor, Tax Planning Services, Estate Planning, Corporate Finance |
| Competitors | Wells Fargo, J.P. Morgan, UBS, Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Raymond James +37 more (view full list) |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
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The Bode Financial Group annual revenue was $2.4 million in 2026.
Bode Financial Group is based in Racine, Wisconsin.
The SIC codes for Bode Financial Group are [621, 62, 6211].