Tom Bode Email & Phone Number
Owner and Registered Principal
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Tom Bode Location
- Racine, WI, US
Tom Bode Work
- Owner and Registered Principal @ Bode Financial Group, Ltd (January 1997 - Present)
- Registered Principal @ Cambridge Investment Research (June 1999 - Present)
- Investment Advisor Representative @ (January 1997 - Present)
- Personal Tax and Financial Planning Manager @ PwC (January 1985 - January 1994)
- Senior Tax Consultant, Personal Financial Services Group and Employee Benefits Group @ PwC (January 1988 - January 1990)
- Staff Accountant @ PwC (January 1985 - January 1988)
- Certified Financial Planner™, Certified Public Accountant™ @ Evergreen Investment & Tax Advisors (January 1992 - January 1993)
- Accounting Instructor, Teaching and Research Assistant @ Marquette University (January 1990 - January 1992)
- Certified Public Accountant™ @ Self-Employed (January 1990 - January 1992)
Tom Bode Education
- Marquette University
Master of Business Administration (MBA)
1990-1992 - Marquette University
Bachelor of Science (BS) (Accounting)
1981-1985
Tom Bode Skills
- Investment Advisory Services
- Registered Investment Advisor
- Financial Accounting
- Strategic Financial Planning
- Financial Services
- Portfolio Management
- Financial Analysis
- Wealth
- Retirement Planning
- Asset Management
- Investment Management
- Investment Strategies
- Asset Allocation
- Retirement
- Retirement Plan Consulting
- Qualified Retirement Plans
- Separately Managed Accounts
- Retirement Savings
- IRAs
- Roth IRA
- Traditional IRA
- Simple IRA
- Mutual Funds
- Alternative Investments
- Variable Annuities
- REIT
- Managed Futures
- 401k Rollovers
- 401k
- 529 Plans
- Social Security
- Saving for Education
- Education Funding
- Compensation & Benefit
- Compensation Strategies
- Executive Compensation Planning
- Executive Pay
- Accounting
- CPA
- Tax Advisory
- Tax Preparation
- Income Tax
- Series 7
- Series 24
- Series 63
- Insurance
- Retirement Benefits
- Life Insurance
- Disability Insurance
- Term Life Insurance
- Marketing
- Customer Service
- Strategic Financial
- Separately Managed
- Management
- Investment Advisory
- Retirement Plan
- Qualified Retirement
- Compensation and Benefit
- Healthcare
- Registered Investment
- Executive Compensation
Tom Bode Summary
- Tom Bode, based in Racine, WI, US, is currently a Owner and Registered Principal at Bode Financial Group, Ltd. Tom Bode brings experience from previous roles at Cambridge Investment Research, Cambridge Investment Research Advisors, Inc. and PwC. Tom Bode holds a 1990 - 1992 Master of Business Administration (MBA) @ Marquette University. With a robust skill set that includes Investment Advisory Services, Registered Investment Advisor, Financial Accounting, Strategic Financial Planning, Financial Services and more. Tom Bode has 1 emails on RocketReach.
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