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BCU WEALTH ADVISORS, LLC
BCU WEALTH ADVISORS, LLC
VERNON HILLS, Illinois
·
7 registered advisors
·
CRD# 164173
SEC# 801-81122
16
847-932-8007
01
Firm Overview
AUM
$450M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BCU WEALTH ADVISORS, LLC
7 registered advisors
Charles Louis Dimon
VERNON HILLS, Illinois
CRD# 5030141
Edwin Thomas Watson
VERNON HILLS, Illinois
CFP
CRD# 4448255
Kenneth Scott Dryfhout
VERNON HILLS, Illinois
CFA
CRD# 4709802
Kristi Lynn Mertens
VERNON HILLS, Illinois
CFP
CRD# 4789908
Richard Allan Orr
VERNON HILLS, Illinois
CRD# 1816027
Scott Leonard Comeau
VERNON HILLS, Illinois
CRD# 4261244
Thomas Gerard Moore
VERNON HILLS, Illinois
CFA
CRD# 4711567
05
Office Locations
VERNON HILLS, Illinois
7 advisors
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Data sourced from SEC Form ADV filings. BCU WEALTH ADVISORS, LLC (CRD# 164173) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.