Chad Codak (CRD# 7272981) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has 1 year of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcu Wealth Advisors | Vernon Hills, IL | Apr 2022 - Current | 2 |
| Bass Pro Shops | Gurnee, IL | Sep 2020 - Current | 3 |
| Northwestern Mutual | Vernon Hills, IL | Jul 2020 - Apr 2022 | 1 |
| Unemployed | Mundelein, IL | Feb 2020 - Jun 2020 | < 1 |
| Bunzl Distribution | Morton Grove, IL | Feb 2017 - Jan 2020 | 2 |
| Bunzl Distribution | Morton Grove, IL | May 2015 - Feb 2017 | 1 |
| Accounting Principles (temp Agency) At Bunzl Distribution | Morton Grove, IL | Nov 2014 - May 2015 | < 1 |
| Abbvie | North Chicago, IL | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- IL
-
Total Assets Under Management346MILLIONS
-
Total Number of Accounts1,422ACCOUNTS
-
Average Account Value$243,191
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, MS, NC, NH, OH, PA, TN, TX, VA, WI
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