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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-12-12 |
Branch Locations
300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-12 |
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