Investment adviser representative · Orbit Financial Planning And Investments
Achim Von Bodman
CRD 4929546 · Champaign, IL
At a glance
Achim Von Bodman is an investment adviser representative with Orbit Financial Planning And Investments in Champaign, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Achim’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Orbit Financial Planning And InvestmentsSince March 2024Champaign, IL · State-registered or not in the SEC’s list
- One Source Advisory Group LLCSince September 2026Champaign, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Achim’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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