Heather M. Wright
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Heather Anne Marsland, Heather M. Webster, Heather Marsland Webster, Heather Marsland Wright
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
BCU WEALTH ADVISORS, LLC
Contact Information
Main Address
300 N. Milwaukee Avenue, Vernon Hills, IL 60061Phone Number
(847) 932-8007# of Employees
17SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,051AUM (Assets Under Management)
$653,584,277Similar Advisors
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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.
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Primary Firm SEC Registration
BCU WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(6/30/2023)
(9/25/2023)
(3/23/2026)
(7/6/2017)
(7/14/2023)
(6/30/2023)
(8/23/2023)
(7/14/2023)
(7/24/2023)
(7/24/2023)
(6/30/2023)
(6/30/2023)
(6/30/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2001About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Heather M. Wright's CRS (Customer Relationship Summary).
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