Achim Von Bodman

ORBIT FINANCIAL PLANNING AND INVESTMENTS

Champaign, IL

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CRD#: 4929546

Professional summary

Achim Von Bodman, CFP®, who also goes by Achim Johannes Von Bodman, is a registered financial advisor currently at ORBIT FINANCIAL PLANNING AND INVESTMENTS located in Champaign, Illinois.

Achim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Achim has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Achim Johannes Von Bodman

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.

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: SOCCER PLANET POSITION: INVESTOR / 5% OR MORE START DATE: 6/11/2018 ADDRESS: 2310 Urbana, IL DETAILS: INDOOR ATHLETIC FIELD. DECISIONS AND GUIDANCE FOR FIELD USE, MAINTENANCE, OVERALL MANAGEMENT. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 15 HOURS HOURS DURING TRADING: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Achim Von Bodman's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 27, 2024 - Present

ORBIT FINANCIAL PLANNING AND INVESTMENTS

RIA

CRD#: 329538

Champaign, IL

Past

October 25, 2019 - August 23, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

URBANA, IL

Past

October 25, 2019 - August 23, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

URBANA, IL

Past

January 19, 2017 - June 24, 2019

NADLER FINANCIAL GROUP, INC.

RIA

CRD#: 122617

DEERFIELD, IL

Past

December 1, 2016 - June 17, 2019

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

DEERFIELD, IL

Past

July 12, 2012 - January 21, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MATTOON, IL

Past

September 2, 2009 - October 7, 2010

MORGAN STANLEY

CRD#: 149777

DECATUR, IL

Past

July 8, 2009 - October 7, 2010

MORGAN STANLEY

RIA

CRD#: 149777

DECATUR, IL

Past

September 29, 2006 - March 25, 2009

GRYPHON ADVISORS, LLC

RIA

CRD#: 132389

EVANSTON, IL

Past

March 9, 2005 - September 29, 2006

GRYPHON ADVISORS

RIA

CRD#: 110502

EVASTON, IL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/27/2024)

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

Series 63

Date: 10/30/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/28/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2016

General Securities Representative Examination

Current Firm

ORBIT FINANCIAL PLANNING AND INVESTMENTS

CRD#: 329538 / SEC#:

Illinois

Registered Investment Advisory firm - (3/26/2024 Approved)

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Contact information

Main Address

Champaign, IL

Mailing Address

2310 Willow Road, Urbana, IL 61802

Phone number

(847) 420-0625

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,200,000

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

Achim Von Bodman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Achim Von Bodman's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

NADLER FINANCIAL GROUP, INC.

AUSDAL FINANCIAL PARTNERS, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

GRYPHON ADVISORS, LLC

GRYPHON ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/30/2019

Series 65

Date: 1/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2016

Current Firm

ORBIT FINANCIAL PLANNING AND INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORBIT FINANCIAL PLANNING AND INVESTMENTS

TRUST BUT VERIFY

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