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).

Current Firm Details
300 N. Milwaukee Avenue, Vernon Hills, IL 60061
https://www.targetcu.org/wa
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    1,422
    ACCOUNTS
  • Average Account Value
    $243,191
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, MS, NC, NH, OH, PA, TN, TX, VA, WI

Financial Advisors at Bcu Wealth Advisors, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Amanda Link, financial advisor Vernon Hills IL
Amanda E. Link
CRD#: 4748018
300 N. Milwaukee Avenue, Vernon Hills, IL 60061

Amanda Link (CRD# 4748018) 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.

12
William Luzzo, financial advisor Vernon Hills IL
William J. Luzzo
CRD#: 6959536
300 N. Milwaukee Avenue, Vernon Hills, IL 60061

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.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals