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Tom Bode Email & Phone Number

CPA/PFS, CFP® An award winning financial advisor at Cambridge Investment Research Advisors, Inc.
Location: Racine, Wisconsin, United States 9 work roles 2 schools
1 work email found @joincambridge.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Cambridge Investment Research Advisors, Inc.
Role
CPA/PFS, CFP® An award winning financial advisor
Location
Racine, Wisconsin, United States

Who is Tom Bode? Overview

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Tom Bode is listed as CPA/PFS, CFP® An award winning financial advisor at Cambridge Investment Research Advisors, Inc., based in Racine, Wisconsin, United States. AeroLeads shows a work email signal at joincambridge.com and a matched LinkedIn profile for Tom Bode.

Tom Bode previously worked as Owner and Registered Principal at Bode Financial Group, Ltd and Registered Principal at Cambridge Investment Research. Tom Bode holds Master Of Business Administration (Mba) from Marquette University.

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{first}.{last}@joincambridge.com
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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.

Listed skills include Investment Advisory Services, Registered Investment Advisor, Financial Accounting, Strategic Financial Planning, and 46 others.

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Tom Bode's current company

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Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
CPA/PFS, CFP® An award winning financial advisor
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9 roles · 41 years

Tom Bode work experience

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Owner And Registered Principal

Current
Bode Financial Group, Ltd

Bode Financial Group, Ltd is a full service provider of personal financial services, securities brokerage, alternative investments, insurance, tax planning, and financial planning. We also provide services to corporations in the areas of executive compensation planning and qualified plans.

1997 - Present ~29 yrs 4 mos

Registered Principal

Current
Cambridge Investment Research

As a Registered Principal, I am dedicated to developing long-term relationships with my clients and their families. I focus on providing clear explanations to complicated financial planning strategies, and provide up-to-date information in a way that is easy to understand. My role is to become your trusted advisor, the person you can depend on as life.

Jun 1999 - Present

Investment Advisor Representative

Current
Cambridge Investment Research Advisors, Inc.

Fairfield, IA, 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.

Jan 1997 - Present

Personal Tax And Financial Planning Manager

Pwc

I focused on personal financial planning, investments, and tax planning for high net worth clients. During my time at PwC, I oversaw the preparation of the most complex personal tax situations and had reviewing responsibility for all personal tax returns.

1985 - 1994 ~9 yrs

Senior Tax Consultant, Personal Financial Services Group/Employee Benefits Group

Pwc

I was responsible for the annual completion and review of over 200 individual tax returns for high net worth clients of Price Waterhouse – Milwaukee and New York. I then further specialized as a personal financial services manager at Price Waterhouse – Chicago, where I prepared and presented tailored financial planning workshops to clients including Amoco.

1988 - 1990 ~2 yrs

Staff Accountant

Pwc

As businesses faced changes relating to transactions, consolidations, debt/equity offerings, or even bankruptcy – they encountered complex accounting and financial reporting challenges. My focus was to help them meet those challenges and preserve the value of their business.

1985 - 1988 ~3 yrs

Certified Financial Planner™, Certified Public Accountant™

Evergreen Investment & Tax Advisors

During my time at Evergreen, I specialized in presenting and preparing financial planning and tax seminars, where I analyzed each respective company’s or institution’s benefit plans and performed “one-on-one” financial counseling sessions. I also worked with clients, assisting them with financial plan selection, installation, administration, and optimized.

1992 - 1993 ~1 yr

Accounting Instructor, Teaching And Research Assistant

Marquette University

Marquette University's Accounting program is consistently ranked in the Top 10 nationally in terms of first-time pass rates on the CPA Exam and is one of only two AACSB-accredited programs in Wisconsin. U.S. News and World Report for 2013 recognized Marquette’s accounting program as No. 23 among the nation’s top undergraduate business specialty programs.

1990 - 1992 ~2 yrs

Certified Public Accountant™

Self-Employed

How can a CPA/PFS help you?A CPA with the PFS credential will help you by taking a holistic approach to your financial planning process. No recommendation is made without considering the impact on all of your goals. He or she can help you control expenses and develop and implement a plan for retirement, education, or wealth protection. He or she can also.

1990 - 1992 ~2 yrs
2 education records

Tom Bode education

Master Of Business Administration (Mba)

Marquette University

Bachelor Of Science (Bs), Accounting

Marquette University
FAQ

Frequently asked questions about Tom Bode

Quick answers generated from the profile data available on this page.

What company does Tom Bode work for?

Tom Bode works for Cambridge Investment Research Advisors, Inc..

What is Tom Bode's role at Cambridge Investment Research Advisors, Inc.?

Tom Bode is listed as CPA/PFS, CFP® An award winning financial advisor at Cambridge Investment Research Advisors, Inc..

What is Tom Bode's email address?

AeroLeads has found 1 work email signal at @joincambridge.com for Tom Bode at Cambridge Investment Research Advisors, Inc..

Where is Tom Bode based?

Tom Bode is based in Racine, Wisconsin, United States while working with Cambridge Investment Research Advisors, Inc..

What companies has Tom Bode worked for?

Tom Bode has worked for Bode Financial Group, Ltd, Cambridge Investment Research, Cambridge Investment Research Advisors, Inc., Pwc, and Evergreen Investment & Tax Advisors.

How can I contact Tom Bode?

You can use AeroLeads to view verified contact signals for Tom Bode at Cambridge Investment Research Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Tom Bode attend?

Tom Bode holds Master Of Business Administration (Mba) from Marquette University.

What skills is Tom Bode known for?

Tom Bode is listed with skills including Investment Advisory Services, Registered Investment Advisor, Financial Accounting, Strategic Financial Planning, Financial Services, Portfolio Management, Financial Analysis, and Wealth.

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