Kristi Lynn Mertens
Investment adviser representative at Bcu Wealth Advisors, LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCMar 2014 to now
- Baxter Credit UnionAug 2012 to now
- Cuso Financial Services, LPAug 2012 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 3 states (IL, MN, TX).
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
- 4789908
- Firm CRD
- 164173