James Hagen (CRD# 7195862) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 3 years 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 |
|---|---|---|---|
| Lpl Financial LLC | Vernon Hills, IL | Jun 2023 - Current | < 1 |
| Bcu Wealth Advisors, LLC | Vernon Hills, IL | Feb 2023 - Current | 1 |
| Baxter Credit Union | Vernon Hill, IL | Feb 2023 - Current | 1 |
| Cuso Financial Services, LP | San Diego, CA | Feb 2023 - Jun 2023 | < 1 |
| Thrivent Financial | Appleton, WI | Dec 2021 - Feb 2023 | 1 |
| Thrivent Investment Management Inc. | Geneva, IL | Sep 2021 - Feb 2023 | 1 |
| Thrivent Financial | Appleton, WI | Oct 2021 - Dec 2021 | < 1 |
| Lpl Financial LLC | Woodstock, IL | Dec 2019 - Sep 2021 | 1 |
| Unemployed | Woodstock, IL | Oct 2019 - Dec 2019 | < 1 |
| Bull Valley Golf Club | Woodstock, IL | May 2019 - Oct 2019 | < 1 |
| Stryker | Cary, IL | Jul 2018 - May 2019 | < 1 |
| Medline Industries | Mundelein, IL | Oct 2015 - Jun 2018 | 2 |
| Bull Valley Golf Club | Woodstock, IL | Jun 2014 - Sep 2015 | 1 |
| Clarke University | Dubuque, IA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- IL
- TX
-
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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