Heather M. Wright
Investment adviser representative at Bcu Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$653.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCJul 2017 to now
- Baxter Credit UnionJun 2017 to now
- Coldwell BankerJul 2015 to now
- Cuso Financial Services, LPJun 2017 to Jun 2023
- Gem Financial Advisors, Inc.Jul 2016 to May 2017
- LPL FinancialJul 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bcu Wealth Advisors, LLC
$653.6MAssets managed
870Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1663805
- Firm CRD
- 164173