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).
Total Assets Under Management122MILLION
Total Number of Accounts585ACCOUNTS
Average Account Value$209,231
- 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
CA, FL, IL, LA, MA, MN, TX, WI
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.
Edwin Watson (CRD# 4448255) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 14 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.