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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BCU WEALTH ADVISORS, LLC

CRD 164173

VERNON HILLS, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22af07dd-4828-277e-005b-136860437c83

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 17
On other graphs: 0
Observed: Mar 5, 2015 to Sep 2, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=11.0
Regulatory AUM: $654MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $654M
Private client RAUM: $654MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $43.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 3
Offices: 17Schedule D 1.F, beyond the principal office
Accounts: 2,051
Individual clients: 739
High net worth clients: 131
SEC number: 801-81122
CIK: 2003570
CRD: 164173
Filings on the tape: 49
First filed: Mar 5, 2015
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, IL
Website: targetcu.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWIN THOMAS WATSON	Certified Financial Planner	VERNON HILLS, IL	14	24	n/a	no
JOHN TODD ANDERSON	n/a	VERNON HILLS, IL	13	26	2	yes
BRYAN PATRICK FARRISSEY	Certified Financial Planner	VERNON HILLS, IL	13	24	2	yes
KRISTI LYNN MERTENS	Certified Financial Planner	VERNON HILLS, IL \| Minneapolis, MN	12	22	1	yes
HEATHER M. WRIGHT	Certified Financial Planner	VERNON HILLS, IL	9	25	4	yes
JONATHAN David WYLIE	Certified Financial Planner	VERNON HILLS, IL	8	11	2	yes
Scott Leonard Comeau	n/a	VERNON HILLS, IL	7	25	1	yes
AMANDA ELIZABETH LINK	n/a	VERNON HILLS, IL	6	22	n/a	yes
William James Luzzo	n/a	VERNON HILLS, IL	4	13	4	yes
MATHEW PETER DOUVIKAS	n/a	VERNON HILLS, IL	4	23	2	yes
James Hagen	n/a	VERNON HILLS, IL \| Minneapolis, MN	3	10	2	yes
Chad Gregory Codak	n/a	VERNON HILLS, IL	3	11	n/a	no
Luis Ernesto Garcia Estrada	n/a	Santa Ana, CA \| VERNON HILLS, IL	2	12	1	yes
KEATON MARIE MESSERSCHMIDT	n/a	VERNON HILLS, IL	0	10	2	yes
CASEY A BLOOMER	n/a	VERNON HILLS, IL	0	14	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAXTER CREDIT UNION	UNIT HOLDER	E	yes	03/2012	Mar 5, 2015	Dec 2, 2024
Blum, David	BOARD CHAIRMAN	Na	yes	10/2021	Mar 13, 2019	Dec 2, 2024
COMEAU, SCOTT, LEONARD	CHIEF COMPLIANCE OFFICER	Na	yes	07/2018	Jul 6, 2018	Dec 2, 2024
MERTENS, KRISTI, LYNN	BOARD MEMBER	Na	yes	07/2022	Jul 29, 2022	Dec 2, 2024
Sahagian, John, S	BOARD MEMBER	Na	yes	10/2021	Feb 22, 2022	Dec 2, 2024
Sammons, Jill	BOARD MEMBER	Na	yes	10/2021	Feb 22, 2022	Dec 2, 2024
SMITH, CHARLES, EDWARD	BOARD MEMBER/TREASURER	Na	yes	11/2012	Mar 5, 2015	Dec 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CRYSTAL LAKE	IL	United States	4	yes
Deerfield	IL	United States	4	yes
Gurnee	IL	United States	3	yes
Libertyville	IL	United States	3	yes
ROUND LAKE	IL	United States	3	yes
BROOKLYN PARK	Mn	United States	2	yes
EDEN PRAIRIE	Mn	United States	2	yes
MAPLE GROVE	Mn	United States	2	yes
Cypress	CA	United States	1	yes
Spencer	In	United States	1	yes
Marlborough	Ma	United States	1	yes
Minnetonka	Mn	United States	1	yes
Cleveland	Ms	United States	1	yes
Dublin	Oh	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 3, 2026	$654M	$654M	17	3	17	n/a	n/a
2024	Mar 7, 2025	$535M	$535M	17	3	16	n/a	n/a
2023	Mar 4, 2024	$346M	$346M	17	3	16	n/a	n/a
2022	Feb 13, 2023	$395M	$395M	17	3	16	n/a	n/a
2021	Feb 22, 2022	$401M	$401M	15	3	17	n/a	n/a
2020	Feb 4, 2021	$307M	$307M	14	2	18	n/a	n/a
2019	Feb 11, 2020	$258M	$258M	15	2	18	n/a	n/a
2018	Mar 13, 2019	$208M	$208M	13	2	17	n/a	n/a
2017	Mar 23, 2018	$198M	$198M	12	2	16	n/a	n/a
2016	Mar 13, 2017	$156M	$156M	11	2	n/a	n/a	n/a
2015	Mar 8, 2016	$122M	$122M	11	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$654M	$535M	22.2%	$395M	18.3%	17	17	17	16

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CUSO FINANCIAL SERVICES, L.P.	2	Jun 30, 2023	Jul 6, 2017	SAN DIEGO, CA	Team lift out	Ibd to RIA	0.4%
CUSO FINANCIAL SERVICES, L.P.	3	Jun 30, 2023	Jan 2, 2026	DEERFIELD, IL	Team lift out	Ibd to RIA	0.6%
CUSO FINANCIAL SERVICES, L.P.	2	Mar 13, 2017	Aug 6, 2014	ROUND LAKE, IL	Team lift out	Other	0.5%

Relationships

Registered with (25)

← CASEY A BLOOMERAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← KEATON MARIE MESSERSCHMIDTAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← Luis Ernesto Garcia EstradaAdvisorregistration: current employment
Feb 7, 2024 to presentfactForm ADV
← Chad Gregory CodakAdvisorregistration: current employment
Jul 28, 2023 to presentfactForm ADV
← James HagenAdvisorregistration: current employment
Feb 13, 2023 to presentfactForm ADV
← MATHEW PETER DOUVIKASAdvisorregistration: current employment
Sep 16, 2022 to presentfactForm ADV
← William James LuzzoAdvisorregistration: current employment
Dec 16, 2021 to presentfactForm ADV
← AMANDA ELIZABETH LINKAdvisorregistration: current employment
Jan 1, 2020 to presentfactForm ADV
← Scott Leonard ComeauAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← JONATHAN David WYLIEAdvisorregistration: current employment
May 10, 2018 to presentfactForm ADV
← HEATHER M. WRIGHTAdvisorregistration: current employment
Jul 6, 2017 to presentfactForm ADV
← KRISTI LYNN MERTENSAdvisorregistration: current employment
Apr 9, 2014 to presentfactForm ADV
← JOHN TODD ANDERSONAdvisorregistration: current employment
Mar 26, 2013 to presentfactForm ADV
← BRYAN PATRICK FARRISSEYAdvisorregistration: current employment
Mar 26, 2013 to presentfactForm ADV
← EDWIN THOMAS WATSONAdvisorregistration: current employment
Jul 30, 2012 to presentfactForm ADV
← KELLY MARLENE WILLIAdvisorregistration: previous registration
Apr 15, 2024 to Mar 7, 2025factForm ADV
← Linda Kay WinkelmanAdvisorregistration: previous registration
Jan 10, 2023 to Feb 19, 2024factForm ADV
← JAMES HAROLD YOCOMAdvisorregistration: previous registration
Nov 9, 2016 to Oct 9, 2023factForm ADV
← David Taylor IIIAdvisorregistration: previous registration
Jul 7, 2022 to Nov 3, 2022factForm ADV
← William Edward GrantAdvisorregistration: previous registration
Aug 21, 2018 to Oct 22, 2021factForm ADV
← GARRET JAY BARTELAdvisorregistration: previous registration
Nov 7, 2017 to Oct 29, 2018factForm ADV
← RICHARD ALLAN ORRAdvisorregistration: previous registration
Nov 8, 2012 to Jun 23, 2018factForm ADV
← CESAR NOE PENAAdvisorregistration: previous registration
Aug 6, 2014 to Mar 28, 2017factForm ADV
← Richard Lee ChambersAdvisorregistration: previous registration
Apr 1, 2013 to Mar 15, 2017factForm ADV
← JAY ALLAN BENDESKYAdvisorregistration: previous registration
Apr 9, 2014 to Oct 14, 2014factForm ADV

Moved with (1)

← CUSO FINANCIAL SERVICES, L.P.Registered adviser3 advisors, team lift out, same day
Jun 30, 2023 to Jan 2, 2026factForm ADV

Controls (7)

← COMEAU, SCOTT, LEONARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 6, 2018 to Dec 2, 2024factForm ADV
← MERTENS, KRISTI, LYNNOwnerBOARD MEMBER, ownership code NA, individual
Jul 29, 2022 to Dec 2, 2024factForm ADV
← SMITH, CHARLES, EDWARDOwnerBOARD MEMBER/TREASURER, ownership code NA, individual
Mar 5, 2015 to Dec 2, 2024factForm ADV
← Blum, DavidOwnerBOARD CHAIRMAN, ownership code NA, individual
Mar 13, 2019 to Dec 2, 2024factForm ADV
← Sahagian, John, SOwnerBOARD MEMBER, ownership code NA, individual
Feb 22, 2022 to Dec 2, 2024factForm ADV
← Sammons, JillOwnerBOARD MEMBER, ownership code NA, individual
Feb 22, 2022 to Dec 2, 2024factForm ADV
← BAXTER CREDIT UNIONOwnerUNIT HOLDER, ownership code E, domestic entity
Mar 5, 2015 to Dec 2, 2024factForm ADV

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
Kelly Marlene Willi left Bcu Wealth Advisors, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-03-12)
Form ADVobserved 6 days ago
Occurred
May 23, 2024
Regulatory AUM changed
Bcu Wealth Advisors, Llc reported RAUM $449.9M, up 30% from $345.8M (2024-04-19 to 2024-05-23)
Form ADVobserved 6 days ago
$104M
Occurred
Feb 19, 2024
Advisor changed firm
Linda Kay Winkelman left Bcu Wealth Advisors, Llc for Choreo, Llc (registered 2024-05-15)
Form ADVobserved 6 days ago
Occurred
Oct 9, 2023
Advisor changed firm
James Harold Yocom left Bcu Wealth Advisors, Llc for Osaic Institutions, Inc. (registered 2026-01-05)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2023
Team lift-out
2 advisors left Cuso Financial Services, L.P. (San Diego, CA) for Bcu Wealth Advisors, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 30, 2023
Team lift-out
3 advisors left Cuso Financial Services, L.P. (Deerfield, IL) for Bcu Wealth Advisors, LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Nov 3, 2022
Advisor changed firm
David Taylor Iii left Bcu Wealth Advisors, Llc for Arete Wealth Advisors, Llc (registered 2025-07-14)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2022
Control person joined
Lynn Kristi Mertens (Board Member) appeared on Schedule A of Bcu Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Feb 22, 2022
Control person left
Gerard Thomas Moore (Chairman) no longer on Schedule A of Bcu Wealth Advisors, Llc (listed 2021-10-22, absent 2022-02-22)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2022
Control person left
Scott Kenneth Dryfhout (Board Member) no longer on Schedule A of Bcu Wealth Advisors, Llc (listed 2021-10-22, absent 2022-02-22)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2022
Control person left
Carey Price (Board Member) no longer on Schedule A of Bcu Wealth Advisors, Llc (listed 2021-10-22, absent 2022-02-22)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2022
Control person joined
S John Sahagian (Board Member) appeared on Schedule A of Bcu Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Feb 22, 2022
Control person joined
Jill Sammons (Board Member) appeared on Schedule A of Bcu Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 13, 2019
Control person joined
Carey Price (Board Member) appeared on Schedule A of Bcu Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 13, 2019
Control person joined
David Blum (Board Member) appeared on Schedule A of Bcu Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 13, 2019
Control person left
Darlington Douglas Reynolds (Managing Director/Board Member) no longer on Schedule A of Bcu Wealth Advisors, Llc (listed 2018-10-29, absent 2019-03-13)
Form ADVobserved 6 days ago
Occurred
Mar 5, 2015
First Form ADV filing
Bcu Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22af07dd-4828-277e-005b-136860437c83
First observed: Mar 5, 2015
Last observed: Sep 2, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BCU WEALTH ADVISORS, LLC

CRD 164173

VERNON HILLS, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22af07dd-4828-277e-005b-136860437c83

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWIN THOMAS WATSON

Certified Financial Planner

VERNON HILLS, IL

n/a

JOHN TODD ANDERSON

n/a

VERNON HILLS, IL

yes

BRYAN PATRICK FARRISSEY

Certified Financial Planner

VERNON HILLS, IL

yes

KRISTI LYNN MERTENS

Certified Financial Planner

VERNON HILLS, IL | Minneapolis, MN

yes

HEATHER M. WRIGHT

Certified Financial Planner

VERNON HILLS, IL

yes

JONATHAN David WYLIE

Certified Financial Planner

VERNON HILLS, IL

yes

Scott Leonard Comeau

n/a

VERNON HILLS, IL

yes

AMANDA ELIZABETH LINK

n/a

VERNON HILLS, IL

n/a

yes

William James Luzzo

n/a

VERNON HILLS, IL

yes

MATHEW PETER DOUVIKAS

n/a

VERNON HILLS, IL

yes

James Hagen

n/a

VERNON HILLS, IL | Minneapolis, MN

yes

Chad Gregory Codak

n/a

VERNON HILLS, IL

n/a

Luis Ernesto Garcia Estrada

n/a

Santa Ana, CA | VERNON HILLS, IL

yes

KEATON MARIE MESSERSCHMIDT

n/a

VERNON HILLS, IL

yes

CASEY A BLOOMER

n/a

VERNON HILLS, IL

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAXTER CREDIT UNION

UNIT HOLDER

yes

03/2012

Mar 5, 2015

Dec 2, 2024

Blum, David

BOARD CHAIRMAN

yes

10/2021

Mar 13, 2019

Dec 2, 2024

COMEAU, SCOTT, LEONARD

CHIEF COMPLIANCE OFFICER

yes

07/2018

Jul 6, 2018

Dec 2, 2024

MERTENS, KRISTI, LYNN

BOARD MEMBER

yes

07/2022

Jul 29, 2022

Dec 2, 2024

Sahagian, John, S

BOARD MEMBER

yes

10/2021

Feb 22, 2022

Dec 2, 2024

Sammons, Jill

BOARD MEMBER

yes

10/2021

Feb 22, 2022

Dec 2, 2024

SMITH, CHARLES, EDWARD

BOARD MEMBER/TREASURER

yes

11/2012

Mar 5, 2015

Dec 2, 2024

City

State

Country

Employees

Also broker-dealer

CRYSTAL LAKE

United States

yes

Deerfield

United States

yes

Gurnee

United States

yes

Libertyville

United States

yes

ROUND LAKE

United States

yes

BROOKLYN PARK

United States

yes

EDEN PRAIRIE

United States

yes

MAPLE GROVE

United States

yes

Cypress

United States

yes

Spencer

United States

yes

Marlborough

United States

yes

Minnetonka

United States

yes

Cleveland

United States

yes

Dublin

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 3, 2026

$654M

n/a

2024

Mar 7, 2025

$535M

n/a

2023

Mar 4, 2024

$346M

n/a

2022

Feb 13, 2023

$395M

n/a

2021

Feb 22, 2022

$401M

n/a

2020

Feb 4, 2021

$307M

n/a

2019

Feb 11, 2020

$258M

n/a

2018

Mar 13, 2019

$208M

n/a

2017

Mar 23, 2018

$198M

n/a

2016

Mar 13, 2017

$156M

n/a

2015

Mar 8, 2016

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$654M

$535M

22.2%

$395M

18.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CUSO FINANCIAL SERVICES, L.P.

Jun 30, 2023

Jul 6, 2017

SAN DIEGO, CA

Team lift out

Ibd to RIA

0.4%

CUSO FINANCIAL SERVICES, L.P.

Jun 30, 2023

Jan 2, 2026

DEERFIELD, IL

Team lift out

Ibd to RIA

0.6%

CUSO FINANCIAL SERVICES, L.P.

Mar 13, 2017

Aug 6, 2014

ROUND LAKE, IL

Team lift out

Other

0.5%