Casey A. Bloomer

BCU WEALTH ADVISORS

Vernon Hills, IL 60061

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CRD#: 6443400

Professional summary

Casey A Bloomer, who also goes by Casey Alan Bloomer, 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.

Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Casey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Casey Alan Bloomer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey A Bloomer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 16, 2026 - Present

BCU WEALTH ADVISORS, LLC

Office #1: 300 N. Milwaukee Avenue, Vernon Hills, IL 60061

RIA

CRD#: 164173

Vernon Hills, IL

Current

June 30, 2023 - Present

LPL FINANCIAL LLC

Office #1: 300 N Milwaukee Ave, Vernon Hills, IL 60061

RIA

CRD#: 6413

Vernon Hills, IL

Past

December 17, 2021 - June 30, 2023

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

VERNON HILLS, IL

Past

March 24, 2021 - December 9, 2021

LPL FINANCIAL LLC

CRD#: 6413

LAKE GENEVA, WI

Past

August 7, 2019 - March 24, 2021

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

LAKE GENEVA, WI

Past

March 17, 2015 - August 16, 2019

FIFTH THIRD SECURITIES, INC.

CRD#: 628

EVANSTON, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(10/11/2023)

Illinois
(6/30/2023)

IAR

Illinois
(1/16/2026)

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

State Security Law Exam

IAR

Series 65

Date: 1/16/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/17/2015

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 020326 (2/3/2026)

BCU WEALTH WRAP BROCHURE 020326 (2/3/2026)

Regulatory assets under management

Total Number of Accounts	2,051
AUM (Assets Under Management)	$ 653,584,277

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.

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Advisor Monitoring

Firm Stability Insights

Casey A. Bloomer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey A Bloomer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CUSO FINANCIAL SERVICES, L.P.

LPL FINANCIAL LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

BCU WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2026

Series 63

Date: 7/10/2015

SIE

Date: 10/1/2018

Series 6

Date: 3/17/2015

FINRA

Current Firm

BCU WEALTH ADVISORS, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCU WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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