John Bodden (CRD# 2136178) is an Investment Advisor Representative working at Harbour Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
CRD# 4659590
Global View Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boutique Wealth Management | Waukesha, WI | Mar 2020 - Current | 4 |
| Harbour Investments, Inc. | Madison, WI | Apr 2018 - Current | 6 |
| Bodden Wealth Management | Waukesha, WI | Apr 2018 - Mar 2020 | 1 |
| H. Beck, Inc. | Rockville, MD | Dec 2009 - Apr 2018 | 8 |
| Annex Wealth Management, LLC | Brookfield, WI | Jan 2005 - Apr 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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