Bode Financial Group

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

4061 N Main St Ste 250, Racine, Wisconsi...

Phone Number

(262) 898-7300

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Bode Financial Group

Bode Financial Group is a Wisconsin-based financial firm dedicated to helping clients clarify and implement comprehensive plans to achieve their unique financial goals. They offer a range of services including investment advisory, retirement planning, education funding, family financial planning, and estate and gifting strategies. The firm emphasizes conservative values and a commitment to family and community, aiming to protect clients' financial futures. Their intended clients include individuals and families seeking personalized financial guidance and support.Explore more
Bode Financial Group's Social MediaPopular SearchesBode Financial Group LtdBode Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Bode Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bode Financial Group

<$5M
1-10
Private
-
-
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
$5.5M
1-10
Private
-
-
CL
Carol LyonsLicensed Service Assistant
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2015
NR
Nicholas RuggirelloFinancial Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
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Company Profile Activity

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Activity Insights

Bode Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bode Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bode Financial Group.

Bode Financial Group Tech Stack

A closer look at the technologies used by Bode Financial Group

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Frequently Asked Questions Regarding Bode Financial Group

What is Bode Financial Group's official website?
Bode Financial Group's official website is www.bodefinancialgroup.com
What is Bode Financial Group's Revenue?
Bode Financial Group's revenue is <$5 Million
What is Bode Financial Group's SIC code?
Bode Financial Group's SIC: 62,628
What is Bode Financial Group's NAICS code?
Bode Financial Group's NAICS: 52,523
How many employees does Bode Financial Group have?
Bode Financial Group has 1-10 employees
What industry does Bode Financial Group belong to?
Bode Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Bode Financial Group competition?
Bode Financial Group top competitors include: Rogers Financial Group, Stoll Financial Services, Riebling Wealth Strategies, Copper Canyon Wealth Management
What technology does Bode Financial Group use?
Some of the popular technologies that Bode Financial Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Bode Financial Group?
Bode Financial Group contact info: Phone number: (262) 898-7300 Website: www.bodefinancialgroup.com
What does Bode Financial Group do?

Bode Financial Group is a Wisconsin-based financial firm dedicated to helping clients clarify and implement comprehensive plans to achieve their unique financial goals. They offer a range of services including investment advisory, retirement planning, education funding, family financial planning, and estate and gifting strategies. The firm emphasiz... es conservative values and a commitment to family and community, aiming to protect clients' financial futures. Their intended clients include individuals and families seeking personalized financial guidance and support.Read More

What are Bode Financial Group social media links?
Bode Financial Group Linkedin page Bode Financial Group Twitter page Bode Financial Group Facebook page
Is Bode Financial Group a public company?
Bode Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Bode Financial Group

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