Heather M. Wright

Current Employers

Employment History

• 07/2015 → Present
  Coldwell Banker
  Lake Forrest, IL
• 07/2016 → 05/2017
  Lpl Financial
  Lake Forest, IL
• 07/2016 → 05/2017
  Gem Financial Advisors, Inc.
  Libertyville, IL
• 06/2017 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2017 → Present
  Baxter Credit Union
  Vernon Hills, IL
• 07/2017 → Present
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL

Previous Registrations

• 2017-06-23 → 2023-06-30
  Cuso Financial Services, L.P.
  Vernon Hills, IL
  San Diego, CA
• 2016-07-13 → 2017-05-24
  Gem Financial Advisors, Inc.
  Lake Forest, IL
• 2014-07-28 → 2014-10-28
  Forum Financial Management, Lp
  Lincolnshire, IL
  Lombard, IL
• 2013-09-04 → 2014-07-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Northbrook, IL

Other Businesses

1. 08/07/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 163 Hours Per Month/ 132 Hours During Trading - Time Spent 100% 1. 08/07/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 163 Hours Per Month/ 132 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 163 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. 08/16/2023 - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2013-09-03
• S63 Uniform Securities Agent State Law Examination
  2001-05-24

Designations

Other Names

• Heather Marsland Webster
• Heather Anne Marsland
• Heather Marsland Wright
• Heather M. Webster
• Heather M. Wright