Timothy Bodner
Timothy Bodner is a registered investment advisor at Ausdal Financial Partners, INC., based in Saint Petersburg, FL, with 36 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
1700 66th St. N, Suite 209, Saint Petersburg, FL, 33710
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2018Customer Dispute
April 2010Customer Dispute
April 2010Customer Dispute
September 2007Customer Dispute
September 2004Customer Dispute
January 1998Other Business ActivitiesSells Insurance
Timothy provides tax preparation services through Infinity Tax and Financial, dedicating about 10-20% of his time. He also sells equity indexed annuities with various insurance carriers, which also takes about 10-20% of his time.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Mutual Trust CO. of America SecuritiesBroker
National Asset Management, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
Investment Management & Research, INCBroker
Republic Securities, INC.Broker
Index Securities, INC.Broker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Delaware Distributors,inc.Broker
Vanguard Marketing CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.