Unclaimed Profile

Charles Louis Dimon

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

SIE, Series 7, Series 63, Series 65Clean record20 years registeredBCU WEALTH ADVISORS, LLC

340 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 5030141Firm CRD# 164173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Louis Dimon · VERNON HILLS, IL

Registration

CRD #5030141 · BCU WEALTH ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BCU WEALTH ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Jun 2018 – Oct 2022

Mundelein, IL

BCU WEALTH ADVISORS, LLC

Apr 2014 – Apr 2018

VERNON HILLS, IL

CUSO FINANCIAL SERVICES, L.P.

Jul 2010 – Apr 2018

VERNON HILLS, IL

CUNA BROKERAGE SERVICES, INC.

Feb 2006 – Jul 2010

VERNON HILLS, IL

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2005 – Dec 2005

AKRON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 14, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BCU WEALTH ADVISORS, LLC

CRD 164173 · SEC 801-81122

AUM

$450M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BCU WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BCU WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Louis Dimon offer?

Charles Louis Dimon specializes in Financial Planning, Investment Management.

What are Charles Louis Dimon's credentials?

Charles Louis Dimon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Louis Dimon located?

Charles Louis Dimon is based in VERNON HILLS, Illinois, last registered with BCU WEALTH ADVISORS, LLC.

How does Charles Louis Dimon charge for services?

Charles Louis Dimon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCU WEALTH ADVISORS, LLC?

BCU WEALTH ADVISORS, LLC has approximately 17 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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