Unclaimed Profile

Kristi Lynn Mertens

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

SIE, Series 7, Series 63CFPClean record14 years registeredBCU WEALTH ADVISORS, LLC

300 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 4789908Firm CRD# 164173

Profile Verification

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

Identity

Kristi Lynn Mertens · VERNON HILLS, IL

Registration

CRD #4789908 · BCU WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2023 – present

BCU WEALTH ADVISORS, LLC

Apr 2014 – present

CUSO FINANCIAL SERVICES, L.P.

Aug 2012 – Jun 2023

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 10, 2012

Years registered · 14

Professional designation · CFP

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 Kristi Lynn Mertens offer?

Kristi Lynn Mertens specializes in Financial Planning, Investment Management. Contact their office in VERNON HILLS, Illinois for a consultation.

What are Kristi Lynn Mertens's credentials?

Kristi Lynn Mertens holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kristi Lynn Mertens located?

Kristi Lynn Mertens is based in VERNON HILLS, Illinois, working with BCU WEALTH ADVISORS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.

How does Kristi Lynn Mertens charge for services?

Kristi Lynn Mertens'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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