James Hagen

Current Employers

Employment History

• 05/2019 → 10/2019
  Bull Valley Golf Club
  Woodstock, IL
• 07/2018 → 05/2019
  Stryker
  Cary, IL
• 10/2015 → 06/2018
  Medline Industries
  Mundelein, IL
• 12/2019 → 09/2021
  Lpl Financial Llc
  Woodstock, IL
• 10/2019 → 12/2019
  Unemployed
  Woodstock, IL
• 09/2021 → 02/2023
  Thrivent Investment Management Inc
  Geneva, IL
• 10/2021 → 12/2021
  Thrivent Financial
  Appleton, WI
• 12/2021 → 02/2023
  Thrivent Financial
  Appleton, WI
• 02/2023 → Present
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 02/2023 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2023 → Present
  Baxter Credit Union
  Vernon Hill, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2021-09-22 → 2023-02-14
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Geneva, IL
• 2020-07-17 → 2021-09-21
  Lpl Financial Llc
  Woodstock, IL

Other Businesses

1) 6/27/2023- BCU Wealth Advisors, LLC -DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 6/27/2023- Foster parent- provide care- non-inv. related- Lake in the Hill, IL - start dat 12/23/2020 -0 hrs 3) 6/27/2023- Real Estate Rental- owner- Inv. related- Volo, IL - start date 7/15/2017- 0hrs 4) 06/30/2023- KELLER WILLIAMS MOMENTUM- Not Investment Related - 800 E Northwest Hwy Palatine IL - Outside/W-2 Employment - Licensed Real Estate Agent - Start Date 01/19/2019 - 5 Hours Per Month - Time Spent 5% 5) 08/08/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reportable Business Location - Registered Investment Advisor Hybrid - Start Date 6/30/2023 - 86 Hours Per Month 70 Hours During Trading - 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 86 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. 7) 08/08/2023 - BCU Wealth Advisors, LLC - Investment Related - At Reportable Business Location - Registered Investment Advisor DBA - Start Date 6/30/2023 - 86 Hours Per Month 70 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-07-09

Other Names

• James Gregory Hagen
• Jamie Hagen