| Entity Name: | BCU WEALTH ADVISORS, LLC |
| Jurisdiction: | Illinois |
| Entity Type: | Limited Liability Company |
| Status: | Goodstanding |
| Date Formed: | 19 Mar 2012 |
| Company Number: | LLC_03846377 |
| File Number: | 03846377 |
| Type of Management: | Manager Managed |
| Date Status Change: | 15 Feb 2024 |
| Address | 300 N MILWAUKEE AVE, VERNON HILLS, 60061, IL |
| Place of Formation: | ILLINOIS |
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | BCU WEALTH ADVISORS, LLC, MINNESOTA | a5d44f34-6c39-e211-bc43-001ec94ffe7f | MINNESOTA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003570 | 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | 847-932-8007 | |||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-23673 |
| Filing date | 2024-11-07 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-01
| Form type | 13F-HR |
| File number | 028-23673 |
| Filing date | 2024-08-01 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-03
| Form type | 13F-HR |
| File number | 028-23673 |
| Filing date | 2024-05-03 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-05-02
| Form type | 13F-HR/A |
| File number | 028-23673 |
| Filing date | 2024-05-02 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-02-09
| Form type | 13F-HR |
| File number | 028-23673 |
| Filing date | 2024-02-09 |
| Reporting date | 2023-12-31 |
| File | View File |
| Name and Address | Role | Appointment Date |
|---|---|---|
| DOUGLAS ESP/ESP, KREUZER, CORE, 400 S COUNTY FARM RD STE 200, WHEATON, 60187 | Agent | 2012-03-19 |
| Name and Address | Role | Appointment Date |
|---|---|---|
| BLUM, DAVID, 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| SMITH, CHARLES (CHUCK), 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| SAMMONS, JILL, 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| SAHAGIAN, JOHN, 300 N. MILWAUKEE AVE., VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| COMEAU. SCOTT, 300 N. MILWAUKEE AVE., VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| MERTENS, KRISTI, 300 N MILWAUKEE AVE, VERNON HILLS, IL, 60061 | Manager | 2024-02-15 |
| Name | Type | Effective Date | Cancellation Date | Cancellation Type | Last Renewal Date |
|---|---|---|---|---|---|
| INSURANCE SERVICES OF BCU | Assumed name | 2017-07-21 | No data | No data | 2020-02-11 |
| BCU INSURANCE SERVICES | Assumed name | 2017-07-05 | No data | No data | 2020-02-11 |
Date of last update: 20 Jan 2025
