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Achim Von Bodman

ORBIT FINANCIAL PLANNING AND INVESTMENTS
Champaign, IL
Some features on this profile are disabled
CRD#: 4929546
AV

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.
The advisor shows no other business activity.

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

BD
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.

BD
CRD#: 7995
DEERFIELD, IL
Past

July 12, 2012 - January 21, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MATTOON, IL
Past

September 2, 2009 - October 7, 2010

MORGAN STANLEY

BD
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)

Exams

State Security Law Exam
RR
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
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2016
General Securities Representative Examination

Current Firm

OF
ORBIT FINANCIAL PLANNING AND INVESTMENTS
ORBIT FINANCIAL PLANNING AND INVESTMENTS

CRD#: 329538 / SEC#:

Illinois
Registered Investment Advisory firm - (3/26/2024 Approved)
PREMIUM
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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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 2,736,755

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.

Company Information

ORBIT FINANCIAL PLANNING AND INVESTMENTS

CRD#: 329538Champaign, IL

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