Jonathan David Wylie

Current Employers

Employment History

• 04/2015 → 05/2018
  Reis Financial Services
  West Bend, WI
• 09/2015 → 05/2018
  Woodbury Financial Services Inc
  West Bend, WI
• 05/2018 → Present
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 05/2018 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2018 → Present
  Baxter Credit Union
  Vernon Hills, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2018-05-14 → 2023-06-30
  Cuso Financial Services, L.P.
  Vernon Hills, IL
• 2015-12-07 → 2018-05-09
  Woodbury Financial Services, Inc.
  West Bend, WI

Other Businesses

1) 06/2023 - BCU Wealth Advisors, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/04/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid- IAR - Start Date 6/30/2023 - 140 Hours Per Month/ 114 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 140 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) 08/04/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 6/30/2023 - 140 Hours Per Month/ 114 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2015-11-23

Designations

Other Names

• Jonathan Wylie