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Current Employers
Bcu Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-12-12
  • IL RA
    APPROVED
    Since 2018-12-12

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 09/2013 Present
Bcu Wealth Advisors, Llc Vernon Hills IL 07/2018 Present
Cuso Financial Services Vernon Hills IL 07/2018 06/2023
Lpl Financial Llc Vernon Hills IL 06/2023 Present
  • 09/2013 → Present
    Baxter Credit Union
    Vernon Hills, IL
  • 07/2018 → Present
    Vernon Hills, IL
  • 07/2018 → 06/2023
    Cuso Financial Services
    Vernon Hills, IL
  • 06/2023 → Present
    Lpl Financial Llc
    Vernon Hills, IL
Previous Registrations
  • 2001-09-20 → 2002-09-27
    State Street Research & Management Company
    Boston, MA
Other Businesses

1) 06/15/2023 - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 160 Hr/Mth 2) 05/10/2023 - Baxter Credit Union - Financial Institution Duty - Manager - Inv Rel - At Reported Business Location(s) - Start: 09/2013 - 160 Hr/Mth 3) 05/10/2023 - AFFLIATE WITH IAABO BOARD 130 - Independent Basketball Official - Non-Inv Rel - La Grange Park, IL - Start: 11/1999 - 3 Hr/Mth 4) 08/03/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 06/30/2023 - 160 Hours Per Month/ 160 Hours During Trading - Time Spent 100% 5) 08/03/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 06/30/2023 - 160 Hours Per Month/ 160 Hours During Trading - Time Spent 100% - 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 160 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-25
S65 Uniform Investment Adviser Law Examination 2018-12-12
  • S63 Uniform Securities Agent State Law Examination
    2019-09-25
  • S65 Uniform Investment Adviser Law Examination
    2018-12-12
Other Names
  • Scott Leonard Comeau
  • Scott Comeau

View on SEC IAPD

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