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BCU Wealth Advisors, LLC Employee Directory

Financial ServicesIllinois, United States11-50 Employees

BCU Wealth Advisors, LLC operates in the financial services sector as a subsidiary of Baxter Credit Union and is based in Vernon Hills, Illinois. It provides personalized investment advisory services aimed at helping clients pursue their financial goals across different life events. The firm describes a family’s financial plan as a living strategy that evolves with changes such as new jobs, relocations, new family members, and shifting aspirations, with guidance to navigate these moments and plan for both work years and retirement.

The firm operates as part of Baxter Credit Union and offers investment guidance and financial planning to clients. In 2026 Baxter Credit Union announced a merger with HealthCare Associates Credit Union, indicating growth at the parent company level.

Find BCU Wealth Advisors, LLC employees' phone numbers or email addresses

BCU Wealth Advisors, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

BCU Wealth Advisors, LLC's Leadership

  • Senior Financial Advisor at BCU Wealth Advisors, LLC
    B. F.
    Senior Financial Advisor
    Mobile Phone
  • Client Associate at BCU Wealth Advisors, LLC
    M. D.
    Client Associate
    Mobile Phone

BCU Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from BCU Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Senior Financial Advisor at BCU Wealth Advisors, LLC
    B. F.
    Senior Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Client Associate at BCU Wealth Advisors, LLC
    M. D.
    Client Associate
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is BCU Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconBCU Wealth Advisors, LLC operates in the Financial Services industry. Explore BCU Wealth Advisors, LLC's company overview page for more information.

What is BCU Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconBCU Wealth Advisors, LLC employees' email format typically follows the pattern of First.Last@bcu.org. Trying to find reliable and up-to-date employee contact data? Find more BCU Wealth Advisors, LLC email formats with LeadIQ.

How many employees does BCU Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconBCU Wealth Advisors, LLC has approximately 13 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are BCU Wealth Advisors, LLC's key employees and leadership?

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As of September 2026, BCU Wealth Advisors, LLC's key employees include:

  • Senior Financial Advisor: B. F.
  • Client Associate: M. D.

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