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Bode Financial Group Logo
Bode Financial Group CB Rank
2066242
Heat Score
53
Bode Financial Group provides retirement planning, insurance, wealth management, brokerage, and investment management advisory services.
Founded
obfuscation
Private Racine, Wisconsin, United States1-10 www.bodefinancialgroup.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management
Overview

Bode Financial Group
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Bode Financial Group

CB Rank
2066242
Bode Financial Group provides retirement planning, insurance, wealth management, brokerage, and investment management advisory services.
Founded
obfuscation
Private Racine, Wisconsin, United States1-10 www.bodefinancialgroup.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management

Details

Legal Name Bode Financial Group, Ltd
Operating Status Active
Company Type For Profit
Phone Number +1-262-898-7300
Contact Email clientservices@bodefinancialgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Service to help clients identify retirement goals and develop plans to maximize income for retirement.
Investment Management Advisory Services
Advisory service providing tailored investment portfolio management aligned with clients' financial goals.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$31.8KThis year, Bode Financial Group is projected to spend $31.8K on IT, according to Aberdeen.

Active Website Tech Count

3Bode Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 200m, and  WP Rocket.
Sub-Organizations
Frequently Asked Questions

Where is Bode Financial Group's headquarters? Bode Financial Group is located in Racine, Wisconsin, United States.Who are Bode Financial Group's competitors? Alternatives and possible competitors to Bode Financial Group may include Blue Spark Capital Advisors, Pillar6 Advisors, and  R Group Financial.
Who We Are
What We Do
Helpful Links
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