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Bryan Patrick Farrissey

Bcu Wealth Advisors, LLC

Vernon Hills, IL

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Current Employers
Bcu Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
IL RA APPROVED 2013-03-26
  • TX RA
    APPROVED
    Since 2024-01-02
  • 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 08/2004 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
  • 08/2004 → 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
    Gurnee, IL
    Crystal Lake, IL
  • 2004-10-19 → 2010-07-06
    Cuna Brokerage Services, Inc.
    Vernon Hills, IL
    Mcgaw Park, IL
    Vernon Hills, IL
Other Businesses

1) 05/23/2023 - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/15/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 115 Hours Per Month/ 90 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 115 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) 08/15/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 115 Hours Per Month/ 90 Hours During Trading - Time Spent 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-18
S63 Uniform Securities Agent State Law Examination 2002-01-04
  • S66 Uniform Combined State Law Examination
    2004-10-18
  • S63 Uniform Securities Agent State Law Examination
    2002-01-04
Designations

View on SEC IAPD

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