Best Investors Account Sign in
Inactive

Chad Gregory Codak

Bcu Wealth Advisors, LLC

Vernon Hills, IL

Claim This Profile
Current Employers
Bcu Wealth Advisors, Llc

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-28
  • IL RA
    APPROVED
    Since 2023-07-28

Branch Locations

300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bcu Wealth Advisors Vernon Hills IL 04/2022 Present
Bass Pro Shops Gurnee IL 09/2020 Present
Northwestern Mutual Vernon Hills IL 07/2020 04/2022
Unemployed Mundelein IL 02/2020 06/2020
Bunzl Distribution Morton Grove IL 02/2017 01/2020
Bunzl Distribution Morton Grove IL 05/2015 02/2017
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27
Other Names
  • Chad Codak

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EPIPHANY CAPITAL
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Other Investors

Chase Andrew Gauthier
ROBERT MICHAEL GAUTHIER
DAVID ALAN KALFEN
Viktor Holyanych
MICHAEL SPENCER BUTZ
STEVEN S KOPALA
Matthew J Peters
LOUIS Peter LEONE

Other Offices

CETERA INVESTMENT ADVISERS LLC · VERNON HILLS, IL
CETERA INVESTMENT ADVISERS LLC · VERNON HILLS, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · VERNON HILLS, IL
EPIPHANY CAPITAL · VERNON HILLS, IL
EDWARD JONES · VERNON HILLS, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VERNON HILLS, IL
EPIPHANY CAPITAL · VERNON HILLS, IL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Vernon Hills, IL

More in Vernon Hills, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor