Unclaimed Profile

Richard Allan Orr

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65Clean record24 years registeredBCU WEALTH ADVISORS, LLC

340 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 1816027Firm CRD# 164173

Profile Verification

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

Identity

Richard Allan Orr · VERNON HILLS, IL

Registration

CRD #1816027 · BCU WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AUSDAL FINANCIAL PARTNERS, INC.

Jun 2018 – present

BCU WEALTH ADVISORS, LLC

Nov 2012 – Jun 2018

VERNON HILLS, IL

CUSO FINANCIAL SERVICES, L.P.

Apr 2010 – Jun 2018

VERNON HILLS, IL

CUNA BROKERAGE SERVICES, INC.

Feb 2010 – Apr 2010

VERNON HILLS, IL

AXA ADVISORS, LLC

Mar 2006 – Jan 2010

OAK BROOK, IL

H&R BLOCK FINANCIAL ADVISORS, INC.

Jun 2003 – Mar 2006

NORTHBROOK, IL

RSM MCGLADREY, INC.

Jul 2002 – Jul 2003

ST. CHARLES, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · July 10, 2002

Years registered · 24

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 Richard Allan Orr offer?

Richard Allan Orr specializes in Financial Planning, Investment Management. Contact their office in VERNON HILLS, Illinois for a consultation.

What are Richard Allan Orr's credentials?

Richard Allan Orr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Allan Orr located?

Richard Allan Orr 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 Richard Allan Orr charge for services?

Richard Allan Orr'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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