Thomas Bodin, financial advisor Waukesha WI
93 score

Thomas Bodin

CRD Number: 1003641
Current Firm: Harbour Investments, Inc.

Thomas Bodin (CRD# 1003641) is an Investment Advisor Representative working at Harbour Investments, Inc. in Waukesha, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Mar 2009 - Current 7
Bodin Financial Services Waukesha, WI Mar 2009 - Current 7
Pruco Securities Corporation Waukesha, WI Mar 1993 - Feb 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Thomas E. Bodin
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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