William James Luzzo
Investment adviser representative at Bcu Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$653.6MFirm assets
11 yearsFirm in business
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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
13 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCDec 2021 to now
- Baxter Credit UnionDec 2021 to now
- Cuso Financial ServicesDec 2021 to Jun 2023
- LPL Financial, LLCOct 2021 to Dec 2021
- Private Advisor Group, LLCOct 2021 to Dec 2021
- Thrivent FinancialJun 2021 to Sep 2021
- Thrivent Investment Management IncSep 2020 to Sep 2021
- Cottingham & ButlerAug 2019 to Nov 2019
- Northwestern MutualJun 2018 to Sep 2018
- Loras CollegeAug 2016 to May 2021
- Windy City ThunderboltsMay 2014 to Aug 2019
- Midlothian C.C.Apr 2013 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6959536
- Firm CRD
- 164173