Kristi Lynn Mertens

Employer firm

Bcu Wealth Advisors, LLC CRD 164173

$654M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2012 → Present
  Baxter Credit Union
  Minneapolis, MN
• 03/2014 → Present
  Bcu Wealth Advisors Llc
  Vernon Hills, IL
• 07/2022 → Present
  Bcu Wealth Advisors Llc
  Vernon Hills, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2012-08-10 → 2023-06-30
  Cuso Financial Services, L.P.
  Minneapolis, MN
  San Diego, CA
  Minnetonka, MN

Other Businesses

1) 6/21/2023- BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 08/03/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- IAR - Start Date 6/30/2023 - 138 Hours Per Month/ 112 Hours During Trading - Time Spent 100% 3) 08/03/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 6/30/2023 - 138 Hours Per Month/ 112 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 32 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

• S63 Uniform Securities Agent State Law Examination
  2004-05-27

Designations

• Certified Financial Planner

Other Names

• Kristi Lynn Koch