William Luzzo (CRD# 6959536) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 2 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 | Dec 2021 - Current | 2 |
Baxter Credit Union | Vernon Hills, IL | Dec 2021 - Current | 2 |
Cuso Financial Services | San Diego, CA | Dec 2021 - Jun 2023 | 1 |
Lpl Financial, LLC | Chicago, IL | Oct 2021 - Dec 2021 | < 1 |
Private Advisor Group, LLC | Chicago, IL | Oct 2021 - Dec 2021 | < 1 |
Thrivent Financial | Appleton, WI | Aug 2021 - Sep 2021 | < 1 |
Thrivent Investment Management Inc. | Downers Grove, IL | Sep 2020 - Sep 2021 | 1 |
Thrivent Financial | Appleton, WI | Jun 2021 - Aug 2021 | < 1 |
Midlothian C.c. | Midlothian, IL | Apr 2013 - Aug 2021 | 8 |
Loras College | Dubuque, IA | Aug 2016 - May 2021 | 4 |
Cottingham & Butler | Dubuque, IA | Aug 2019 - Nov 2019 | < 1 |
Windy City Thunderbolts | Crestwood, IL | May 2014 - Aug 2019 | 5 |
Northwestern Mutual | Naperville, IL | Jun 2018 - Sep 2018 | < 1 |
Marist High School | Chicago, IL | Aug 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- 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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