Keaton Marie Messerschmidt
Investment adviser representative at Bcu Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCDec 2020 to now
- Baxter Credit UnionDec 2020 to now
- Cuso Financial Services, LPDec 2020 to Jun 2023
- Wells Fargo Clearing Services, LLCApr 2019 to Dec 2020
- Wells Fargo Bank, NAFeb 2017 to Nov 2020
- Marine Credit UnionSep 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
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
- 7111469
- Firm CRD
- 164173