Tom Bode is the president of Bode Financial Group, LDT. in Racine, Wisconsin. He has a bachelor’s degree in accounting and a master’s in business administration (MBA) from Marquette University, and holds FINRA Series 7, 24, 31, 63, and 65 licenses, as well as many insurance licenses. Tom joined Cambridge in 1997, and was a 2014 Spirit of Cambridge honoree. He is dedicated to developing and maintaining strong, long-term relationships with his clients, along with their families, and wants to provide them with clear explanations to complex financial planning strategies. In his free time, Tom enjoys spending time with his family, as well as listening to Frank Sinatra, and watching “The Office.”
Bode Financial Group, LDT. is located in Racine, Wisconsin, and specializes in retirement planning, education funding, estate and gift tax services, and insurance planning. They provide their clients with the flexibility of independence and the strength of teamwork, priding themselves on taking great care in building long-term strategies that will allow their clients to enjoy their lives. Tom and his team want to get to know their clients on a personal level, strongly believing that building trust through relationships with their clients is an essential part of their roles as financial professionals.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Bode Financial Group, LTD and Cambridge Investment Research, Inc. are not affiliated.