Brent Thomas Boden, CFP, CHFC | Financial Professional | Cincinnati, Ohio

Professional summary

Brent Thomas Boden, CFP®, ChFC®, who also goes by Brent Boden, is a registered financial advisor currently at CORIENT located in Cincinnati, Ohio.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brent has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Biography

Brent is passionate about helping clients align their financial goals and aspirations with the right strategies to plan for the future and potential roadblocks. Brent enjoys building existing and creating new relationships with his clients and bringing years of experience in analyzing and developing financial planning forecasts with actionable plans to guide clients in wealth management including retirement, investments, risk management, lending, banking, business, and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future.

Brent has over 15 years of Financial Advising experience with medical professionals and business owners. After graduating from the University of Kentucky with a Bachelor of Arts in Political Science, he later completed an Executive MBA, he also completed many financial industry designations including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Portfolio Manager AdvisorSM, and Behavioral Finance Advisor™.

Question & Answer

What are your service offerings?

Budgeting

Socially Responsible Investing

Debt Management

Social Security Planning

Tax Planning

Employee and Employer Plan Ben...

Investment Planning

Estate Planning

Retirement Planning

Retirement Income Management

Health Care

Small Business Planning

Inheritance

Comprehensive Financial Planni...

Life Transitions

Long-term Care

Education Planning

Business Succession Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Brent Boden

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.

1) Board of Directors; St. Elizabeth Foundation; Business Support Committee Board Member; Covington, KY 41011; Not Investment Related; September 2015; 1 hour per quarter; not during trading hours. 2) Book Author (LLC for book entitled - Physicians Financial Checkup); Authoring a book regarding financial planning and investing for medical professionals including physicians and high net worth individuals; Author; Florence, KY 41042; Investment Related; March 2021; 10-19 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Thomas Boden's CRS (Customer Relationship Summary).

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

ChFC^®

Chartered Financial Consultant

Experience

Current

August 21, 2025 - Present

CORIENT

Office #1: 4030 Smith Rd Ste 200, Cincinnati, OH 45209

BD

CRD#: 14251

CINCINNATI, OH

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".

CO

CORIENT

CRD#: 319448 / SEC#: 801-124978

RIA

Registered Investment Advisory firm - (5/12/2022 Approved)

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

Ohio
(8/21/2025)

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.

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 4/22/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CO

CORIENT

CRD#: 319448 / SEC#: 801-124978

RIA

Registered Investment Advisory firm - (5/12/2022 Approved)

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Contact information

Main Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Mailing Address

830 Brickell Plaza Suite 4800, Miami, FL 33131

Phone number

(305) 735-2020

Established

Firm type

Fiscal year end

# of Employees

1,181

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (10/7/2025)

Regulatory assets under management

Total Number of Accounts	109,685
AUM (Assets Under Management)	$ 143,628,532,902

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/28/2024	Cover Page	Report
10/27/2023	Cover Page	Report
05/03/2023	Cover Page	Report

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

Brent T. Boden

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Thomas Boden's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CORIENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2015

Series 63

Date: 9/13/2008

Series 7TO

Date: 3/25/2024

Series 6TO

Date: 3/25/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2013

Series 6

Date: 4/22/2008

Current Firm

CORIENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORIENT

TRUST BUT VERIFY

Contact information

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