Thomas Walter Bodensteiner
Professional Summary
Thomas Walter Bodensteiner, who also goes by Thomas W Bodensteiner, was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 1983 - 2023. Thomas had worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 2 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas W Bodensteiner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
57 years in the financial services industry
Current & Past Employments
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Current Firm
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
Contact Information
Main Address
2400 86th Street Suite 32, Urbandale, IA 50322Phone Number
(515) 225-9500# of Employees
8SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
885AUM (Assets Under Management)
$264,137,161Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Oct 1969Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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