Chad
Codak
Bcu Wealth Advisors, LLC
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About this Advisor
Chad Codak is a financial advisor based in Vernon Hills, Illinois, working with Bcu Wealth Advisors, LLC. Chad has previously held positions at Bcu Wealth Advisors, Bass Pro Shops, Northwestern Mutual, Bunzl Distribution, Accounting Principles (Temp Agency) At Bunzl Distribution, and Abbvie. Chad has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Chad is part of Bcu Wealth Advisors, LLC, which operates out of Vernon Hills, Illinois. The firm has 16 offices and 17 employees. The firm manages assets totaling $449.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bcu Wealth Advisors, LLC includes asset-based and fixed fees.
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Bcu Wealth Advisors, LLC Brokerage Details
$449,891,357
17
1,717
$262,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Chad Codak Work History
Bcu Wealth Advisors
Bass Pro Shops
Northwestern Mutual
Bunzl Distribution
Bunzl Distribution
Accounting Principles (Temp Agency) At Bunzl Distribution
Abbvie
Disclosures
Please visit the SEC profile of Chad Codak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bcu Wealth Advisors, LLC
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Santa Ana, CA
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