HW
Heather M. Wright
BCU WEALTH ADVISORS
Vernon Hills, IL 60061
Some features on this profile are disabled
CRD#: 1663805
HW
Professional summary
Heather M. Wright, CFP®, who also goes by Heather Anne Marsland, Heather M. Webster, Heather Marsland Webster, Heather Marsland Wright, is a registered financial advisor currently at BCU WEALTH ADVISORS, LLC located in Vernon Hills, Illinois and LPL FINANCIAL LLC located in Vernon Hills, Illinois.
Heather is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Heather has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Heather Anne Marsland | Heather M. Webster | Heather Marsland Webster | Heather Marsland Wright
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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)
CRS (Client Relationship Summary) - RIA
Click below to view Heather M. Wright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
July 6, 2017 - Present
BCU WEALTH ADVISORS, LLC
Office #1: 300 N. Milwaukee Avenue, Vernon Hills, IL 60061RIA
CRD#: 164173
Vernon Hills, IL
Current
June 30, 2023 - Present
LPL FINANCIAL LLC
Office #1: 300 N Milwaukee Ave, Vernon Hills, IL 60061RIA
BD
CRD#: 6413
Vernon Hills, IL
Past
June 23, 2017 - June 30, 2023
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
VERNON HILLS, IL
Past
June 23, 2017 - June 30, 2023
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
VERNON HILLS, IL
Past
July 13, 2016 - May 24, 2017
GEM FINANCIAL ADVISORS, INC.
RIA
CRD#: 123031
LAKE FOREST, IL
Past
July 2, 2016 - May 10, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
LAKE FOREST, IL
Past
July 28, 2014 - October 28, 2014
FORUM FINANCIAL MANAGEMENT, LP
RIA
CRD#: 145706
LINCOLNSHIRE, IL
Past
September 4, 2013 - July 14, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORTHBROOK, IL
Past
July 26, 2013 - July 14, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORTHBROOK, IL
Past
December 16, 2005 - November 23, 2012
BMO HARRIS FINANCIAL ADVISORS, INC.
BD
CRD#: 137115
CHICAGO, IL
Past
November 11, 2004 - December 31, 2005
HARRISDIRECT LLC
BD
CRD#: 42159
JERSEY CITY, NJ
Past
March 16, 2004 - September 20, 2004
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Past
September 18, 2003 - March 5, 2004
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Past
April 3, 2001 - July 7, 2003
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BCU WEALTH ADVISORS, LLC
BCU WEALTH ADVISORS, LLC
CRD#: 164173 / SEC#: 801-81122
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Illinois
Registered Investment Advisory firm - (3/13/2015 Terminated)Louisiana
Registered Investment Advisory firm - (9/14/2015 Terminated)Minnesota
Registered Investment Advisory firm - (3/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (3/13/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/30/2023)
RR
Colorado(9/25/2023)
IAR
Illinois(7/6/2017)
RR
Illinois(7/14/2023)
RR
Indiana(6/30/2023)
RR
Massachusetts(8/23/2023)
RR
Minnesota(7/14/2023)
RR
Mississippi(7/24/2023)
RR
New York(7/24/2023)
RR
North Carolina(6/30/2023)
RR
Ohio(6/30/2023)
RR
Wisconsin(6/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BCU WEALTH ADVISORS, LLC
BCU WEALTH ADVISORS, LLC
CRD#: 164173 / SEC#: 801-81122
RIA
Registered Investment Advisory firm - (3/12/2015 Approved)California
Registered Investment Advisory firm - (4/12/2015 Terminated)Illinois
Registered Investment Advisory firm - (3/13/2015 Terminated)Louisiana
Registered Investment Advisory firm - (9/14/2015 Terminated)Minnesota
Registered Investment Advisory firm - (3/12/2015 Terminated)Texas
Registered Investment Advisory firm - (3/13/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (3/13/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 N. Milwaukee Avenue, Vernon Hills, IL 60061
Mailing Address
Phone number
(847) 932-8007
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,899 |
| AUM (Assets Under Management) | $ 534,972,633 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
