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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| IL | RA | APPROVED | 2013-03-26 |
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 | 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 |
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%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-04 |
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