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Current Employers
Bcu Wealth Advisors, Llc

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-05
TX RA APPROVED_RES 2021-02-08
IL RA APPROVED 2013-03-26
  • LA RA
    APPROVED
    Since 2024-01-05
  • TX RA
    APPROVED_RES
    Since 2021-02-08
  • IL RA
    APPROVED
    Since 2013-03-26

Branch Locations

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baxter Credit Union Vernon Hills IL 08/2006 Present
Cuso Financial Services, Lp San Diego CA 07/2010 06/2023
Bcu Wealth Advisors, Llc Vernon Hills IL 03/2013 Present
Lpl Financial Llc Vernon Hills IL 06/2023 Present
  • 08/2006 → Present
    Baxter Credit Union
    Vernon Hills, IL
  • 07/2010 → 06/2023
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2013 → Present
    Vernon Hills, IL
  • 06/2023 → Present
    Lpl Financial Llc
    Vernon Hills, IL
Previous Registrations
  • 2010-07-07 → 2023-06-30
    Cuso Financial Services, L.P.
    Vernon Hills, IL
    Round Lake, IL
    Deerfield, IL
  • 2007-04-03 → 2010-07-06
    Cuna Brokerage Services, Inc.
    Vernon Hills, IL
Other Businesses

1) 5/24/2023- BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 08/10/2023 - BCU Wealth Advisors, LLC - Investment Related - At reported business location(s) - Registered Investment Advisor Hybrid IAR - Start Date 06/30/2023 - 120 Hours Per Month 98 Hours During Trading - I provide investment advisory services through BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 08/10/2023 - BCU Wealth Advisors, LLC - Investment Related - At reported business location(s) - Registered Investment Advisor DBA IAR - Start Date 06/30/2023 - 120 Hours Per Month 98 Hours During Trading 4) 06/11/2024 - BCU Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 160 Hours per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-29
S63 Uniform Securities Agent State Law Examination 2000-07-06
  • S66 Uniform Combined State Law Examination
    2006-12-29
  • S63 Uniform Securities Agent State Law Examination
    2000-07-06

View on SEC IAPD

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