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.
CRD# 5648094
Highpoint Planning Partners
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Cetera Investment Advisers LLC
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Polen Capital Management, LLC
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 |
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- IL
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Total Assets Under Management346MILLIONS
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Total Number of Accounts1,422ACCOUNTS
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Average Account Value$243,191
- A percentage of assets under your management
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- Educational seminars/workshops
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