Casey A Bloomer

Current Employers

Employment History

• 11/2014 → 07/2019
  Fifth Third Securities, Inc
  Glenview, IL
• 08/2012 → 07/2019
  Fifth Third Bank
  Glenview, IL
• 07/2019 → 12/2021
  Bmo Harris Bank
  Lake Geneva, WI
• 03/2021 → 12/2021
  Lpl Financial Llc
  Lake Geneva, WI
• 12/2021 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2021 → Present
  Baxter Credit Union
  Vernon Hills, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL
• 06/2023 → Present
  Baxter Credit Union
  Vernon Hills, IL

Other Businesses

1) 06/05/2023 - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment 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- Admin - Start Date 6/30/2023 - 40 Hours Per Month/ 30 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 - Admin - Start Date 6/30/2023 - 40 Hours Per Month/ 30 Hours During Trading - Time Spent 100% - I provide administrative support to BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2023. I expect to spend approximately 40 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

• S65 Uniform Investment Adviser Law Examination
  2026-01-16
• S63 Uniform Securities Agent State Law Examination
  2015-07-10

Other Names

• Casey A Bloomer
• Casey Alan Bloomer