Keaton Messerschmidt
Keaton Messerschmidt is a registered investment advisor at Bcu Wealth Advisors, LLC, based in Vernon Hills, IL, with 6 years of industry experience. Keaton 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keaton is associated with BCU Wealth Advisors, LLC as a DBA for LPL business and as a Registered Investment Advisor Hybrid. He also works as a Senior Manager at Baxter Credit Union and is enrolled in a Customer Experience Certificate Program at Valparaiso University, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Bcu Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations9 states
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