Scott Comeau (CRD# 4261244) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 5 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
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 | Jul 2018 - Current | 5 |
| Baxter Credit Union | Vernon Hills, IL | Sep 2013 - Current | 10 |
| Cuso Financial Services | Vernon Hills, IL | Jul 2018 - Jun 2023 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- 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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