Bcu Wealth Advisors, LLC

Bcu Wealth Advisors, LLC (CRD# 164173) is a financial advisory firm headquartered in Vernon Hills, IL. They manage $122,400,000 in 585 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $209,231
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MA, MN, TX, WI

Financial Advisors at Bcu Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas G. Moore
CRD#: 4711567
340 N. Milwaukee Avenue, Vernon Hills, IL 60061
96
Wealthminder
score

Thomas Moore (CRD# 4711567) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 12 years of experience in the finance industry.

2
Edwin T. Watson
CRD#: 4448255
340 N. Milwaukee Avenue, Vernon Hills, IL 60061
96
Wealthminder
score

Edwin Watson (CRD# 4448255) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 15 years of experience in the finance industry. Edwin Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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