William James Luzzo

Current Employers

Employment History

• 08/2016 → 05/2021
  Loras College
  Dubuque, IA
• 04/2013 → 08/2021
  Midlothian C.C.
  Midlothian, IL
• 06/2018 → 09/2018
  Northwestern Mutual
  Naperville, IL
• 05/2014 → 08/2019
  Windy City Thunderbolts
  Crestwood, IL
• 09/2020 → 09/2021
  Thrivent Investment Management Inc
  Downers Grove, IL
• 08/2019 → 11/2019
  Cottingham & Butler
  Dubuque, IA
• 06/2021 → 08/2021
  Thrivent Financial
  Appleton, WI
• 08/2021 → 09/2021
  Thrivent Financial
  Appleton, WI
• 10/2021 → 12/2021
  Lpl Financial, Llc
  Chicago, IL
• 10/2021 → 12/2021
  Private Advisor Group, Llc
  Chicago, IL
• 12/2021 → 06/2023
  Cuso Financial Services
  San Diego, CA
• 12/2021 → Present
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 12/2021 → Present
  Baxter Credit Union
  Vernon Hills, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2021-12-17 → 2022-09-19
  Cuso Financial Services, L.P.
  Vernon Hills, IL
• 2021-10-28 → 2022-05-02
  Private Advisor Group, Llc
  Chicago, IL
  Morristown, NJ
• 2021-10-19 → 2021-10-19
  Lpl Financial Llc
  Chicago, IL
• 2021-05-28 → 2021-10-01
  Thrivent Investment Management Inc.
  Downers Grove, IL

Other Businesses

1) 5/23/2023- 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 DBA - Admin - Start Date 6/30/2023 - 173 Hours Per Month/ 130 Hours During Trading - Time Spent 100% 3) 08/04/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 6/30/2023 - 173 Hours Per Month/ 130 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 173 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

• S66 Uniform Combined State Law Examination
  2021-05-27

Other Names

• William James Luzzo
• Bill Luzzo
• William Luzzo