Bcu Wealth Advisors, LLC
Bcu Wealth Advisors, LLC (CRD# 164173) is a financial advisory firm headquartered in Vernon Hills, IL. They manage $345,818,170 in 1,422 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management346MILLION
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Total Number of Accounts1,422ACCOUNTS
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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
John Anderson (CRD# 1866885) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 23 years of experience in the finance industry.
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.
Bryan Farrissey (CRD# 4484959) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 22 years of experience in the finance industry.
James Kastner (CRD# 4211485) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 23 years of experience in the finance industry.
Kristi Mertens (CRD# 4789908) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 19 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 22 years of experience in the finance industry.
Heather Wright (CRD# 1663805) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 22 years of experience in the finance industry.
Jonathan Wylie (CRD# 6488027) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 8 years of experience in the finance industry.
Chad Codak (CRD# 7272981) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has 1 year of experience in the finance industry.
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.