| Advisor Profile |
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| Name: |
Tim Bodnar |
| Phone Number: |
(847) 241-4151 |
| Website: |
Visit Website
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Business Description |
Lanis’ primary objectives: To assist our clients in diversifying their portfolios and potentially achieving substantial increases in overall value through the use of a mix of high quality, exclusive, traditional and alternative investments.
Tim Bodnar is a Senior Investment Specialist with more than six years of broad financial experience. Prior to joining Lanis Securities, Mr. Bodnar consulted for a leading money manager that catered to ultra high net-worth individuals, as well as worked for a large pension consulting firm. In that analyst role, Mr. Bodnar created and advised asset allocations to public and private sector retirement plans for companies ranging in size from $500 million to more than $10 billion. Before that, he worked as an equities trader, learning firsthand the ins and outs of the financial markets. |
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General Information |
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| Name of Broker/Dealer: |
ARI Financial Services, Inc.
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| States Licensed in: |
IL,IN, CA, AL, FL, MD, TX
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| Years of Experience in Financial Services: |
7
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 7, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Life, Annuity, Health, Variable Life, Long Term Care
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Flat Fee
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| Prepared By: |
Tim Bodnar |
Frequently Asked Questions |
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