Chad Gregory Codak

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

• 04/2022 → Present
  Bcu Wealth Advisors
  Vernon Hills, IL
• 09/2020 → Present
  Bass Pro Shops
  Gurnee, IL
• 07/2020 → 04/2022
  Northwestern Mutual
  Vernon Hills, IL
• 02/2020 → 06/2020
  Unemployed
  Mundelein, IL
• 02/2017 → 01/2020
  Bunzl Distribution
  Morton Grove, IL
• 05/2015 → 02/2017
  Bunzl Distribution
  Morton Grove, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-27

Other Names

• Chad Codak