Heather Wright, financial advisor Vernon Hills IL

Heather Wright

CRD Number: 1663805
Current Firm: Bcu Wealth Advisors, LLC

Heather Wright (CRD# 1663805) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 22 years of experience in the finance industry. Heather Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Vernon Hills, IL Jun 2023 - Current < 1
Bcu Wealth Advisors, LLC Vernon Hills, IL Jul 2017 - Current 6
Baxter Credit Union Vernon Hills, IL Jun 2017 - Current 6
Coldwell Banker Lake Forrest, IL Jul 2015 - Current 8
Cuso Financial Services, LP San Diego, CA Jun 2017 - Jun 2023 6
Lpl Financial Lake Forest, IL Jul 2016 - May 2017 < 1
Gem Financial Advisors, Inc. Libertyville, IL Jul 2016 - May 2017 < 1
Unemployed Lake Forest, IL Jan 2015 - Jul 2015 < 1
First Community Trust Dubuque, IA Nov 2014 - Dec 2014 < 1
Forum Financial Management, LP Lombard, IL Jul 2014 - Oct 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorpo Northbrook, IL Jul 2013 - Jul 2014 1
Bank Of America, N.a. Northbrook, IL Jul 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Sep 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Heather M. Wright
Phone Number: 847-932-8007
Firm Website: https://www.uhgcu.org/wa
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    346
    MILLIONS
  • Total Number of Accounts
    1,422
    ACCOUNTS
  • Average Account Value
    $243,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, MS, NC, NH, OH, PA, TN, TX, VA, WI

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