John Anderson, financial advisor Vernon Hills IL

John Anderson

CRD Number: 1866885
Current Firm: Bcu Wealth Advisors, LLC

John Anderson (CRD# 1866885) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Vernon Hills, IL Jun 2023 - Current < 1
Bcu Wealth Advisors, LLC Vernon Hills, IL Mar 2013 - Current 11
Baxter Credit Union Vernon Hills, IL Aug 2006 - Current 17
Cuso Financial Services, LP San Diego, CA Jul 2010 - Jun 2023 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for John T. Anderson
Phone Number: 847-932-8007
Firm Website: https://www.uhgcu.org/wa
Registered State(s):
  • IL
  • LA
  • TX
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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