Casey Bloomer is a registered investment advisor at Bcu Wealth Advisors, LLC, based in Vernon Hills, IL, with 10 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 870 clients with $650M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
BCU Wealth Advisors offers financial planning and investment consultation services on a project basis, with fees ranging from $1,000 to $10,000. The fee depends on the time required, the complexity of your financial situation, and any special requests. The financial plan is typically completed within six months.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bcu Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
LPL Financial LLCBroker
BMO Harris Financial Advisors, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.