Fort Collins, CO Branch Office
View FINRA BrokerCheck informationContact us

Lasting relationships. For all that matters

Couple in front yard

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Request an appointment
mountain climbers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Nick Bode

    Nick Bode

    First Vice President–Wealth Management

    Market Director

    • image
    • image
    • image
    View bio
    • AK
    • CA
    • CO
    • DE
    • FL
    • ID
    • MI
    • MO
    • NJ
    • NM
    • NV
    • NY
    • PA
    • TX
    • UT
    • WI

    Nick began his career shortly after graduating from Colorado State University, where he played rugby and earned a business degree concentrating in finance.

    Nick enjoys helping his clients with wealth planning strategies involving retirement, estate planning, corporate stock plans and many other pieces of their financial lives.  He draws his knowledge from  over 14 years of experience.

    His love for finance dates back to his childhood, when he joined his 6th grade stock club.  In college he interned at Charles Schwab before joining Merrill Lynch after graduation where he worked for the next 10 years.

    He earned his Certified Financial Planner™ certification in 2005.

    In January of 2009 he joined UBS in the downtown Boulder office and became the Ft. Collins Branch Manager in March 2021.

    He lives in Broomfield with his wife, Richelle, and their 3 kids.  Outside the office he enjoys skiing, golf, hiking, running, playing hockey, and spending time with his family.

          3711 John F. Kennedy Parkway
          Suite 410
          Fort Collins, CO 80525
          nick.bode@ubs.com
          Nick Bode
          3711 John F. Kennedy Parkway,Fort Collins,CO,80525
        • Nick Bode

          Nick Bode

          First Vice President–Wealth Management

          Market Director

          • image
          • image
          • image
          View bio
          • AK
          • CA
          • CO
          • DE
          • FL
          • ID
          • MI
          • MO
          • NJ
          • NM
          • NV
          • NY
          • PA
          • TX
          • UT
          • WI

          Nick began his career shortly after graduating from Colorado State University, where he played rugby and earned a business degree concentrating in finance.

          Nick enjoys helping his clients with wealth planning strategies involving retirement, estate planning, corporate stock plans and many other pieces of their financial lives.  He draws his knowledge from  over 14 years of experience.

          His love for finance dates back to his childhood, when he joined his 6th grade stock club.  In college he interned at Charles Schwab before joining Merrill Lynch after graduation where he worked for the next 10 years.

          He earned his Certified Financial Planner™ certification in 2005.

          In January of 2009 he joined UBS in the downtown Boulder office and became the Ft. Collins Branch Manager in March 2021.

          He lives in Broomfield with his wife, Richelle, and their 3 kids.  Outside the office he enjoys skiing, golf, hiking, running, playing hockey, and spending time with his family.

                3711 John F. Kennedy Parkway
                Suite 410
                Fort Collins, CO 80525
                nick.bode@ubs.com
                Nick Bode
                3711 John F. Kennedy Parkway,Fort Collins,CO,80525
              Three generations in apple orchard

              Turn possibilities into a plan

              House View Monthly

              Mountain climbers on peak at sunrise

              A leading global wealth manager

              White House

              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Insights

              Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

              As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

              Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

              Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

              Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

              Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

              For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

              Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

              © UBS 1998-2024. All rights reserved.