Thomas
Bodin
Buckingham Strategic Wealth, LLC
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About this Advisor
Thomas Bodin is a certified financial planner and chartered financial analyst based in Indianapolis, Indiana, with 8 years of relevant experience. Bodin is on the advisory team at Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Indiana Attorney General and Buckingham Strategic Wealth, LLC. Bodin is registered to advise clients in California, Indiana and Texas. Buckingham Strategic Wealth, LLC is a business operating out of Saint Louis, MO. It has offices in 48 locations and a total of 584 people on staff. It manages $22 billion in assets between its 42,145 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 60 charities and foundations. Of its 42,145 client accounts, 45% are held by high-net-worth investors who have greater than $1 million in investable assets. Buckingham Strategic Wealth, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the type of services offered. Fees charged by Buckingham Strategic Wealth, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Bodin Work History
Thomas has been registered as a financial advisor for 8 years.*
Buckingham Strategic Wealth, LLC
Indiana Attorney General
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Bodin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckingham Strategic Wealth, LLC
Indianapolis, IN
Saint Louis, MO
Saint Louis, MO
Bethesda, MD
Saint Louis, MO
Bend, OR
Deerfield, IL
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
