Laurie K. Bodisch

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CRD#: 1562912

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laurie Kalinak Bodisch, who also goes by Laurie A Kalinak, Laurie Ann Kalinak, Laurie Kalinak, Laurie Kalinak Stengel, was a registered financial professional .

Laurie is a previously registered financial professional and started their career in finance in 1988. Laurie had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Laurie A Kalinak | Laurie Ann Kalinak | Laurie Kalinak | Laurie Kalinak Stengel

Other business activities

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.

Founder and CEO of "Her Wealth Coach", providing financial coaching to individuals.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 18, 2022 - August 11, 2025

DT INVESTMENT PARTNERS, LLC

RIA

CRD#: 157646

CHADDS FORD, PA

Past

August 24, 2001 - August 8, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

May 22, 2000 - September 10, 2001

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

January 2, 1992 - May 22, 2000

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

June 5, 1990 - December 31, 1991

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

Past

April 20, 1988 - February 7, 1990

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/31/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/23/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

DT INVESTMENT PARTNERS, LLC

CRD#: 157646 / SEC#: 801-72325

RIA

Registered Investment Advisory firm - (6/9/2011 Approved)

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Contact information

Main Address

Brandywine Five 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317-9665

Mailing Address

Phone number

(484) 778-4425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (4/4/2025)

Regulatory assets under management

Total Number of Accounts	2,090
AUM (Assets Under Management)	$ 1,887,962,985

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Laurie K. Bodisch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

TUCKER ANTHONY INCORPORATED

OPPENHEIMER & CO. INC.

W.H. NEWBOLD'S SON & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

DT INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2021

Series 63

Date: 5/5/1988

Series 7

Date: 4/16/1988

Series 10

Date: 5/31/2001

Series 9

Date: 5/23/2001

Current Firm

DT INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DT INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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