Thomas BodinCRD 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 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Harbour Investments, Inc.||Madison, WI||Mar 2009 - Current||8|
|Bodin Financial Services||Waukesha, WI||Mar 2009 - Current||8|
|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|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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