William
Luzzo
Bcu Wealth Advisors, LLC
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About this Advisor
William Luzzo is a financial advisor operating out of Vernon Hills, Illinois with 2 years of industry experience. Luzzo is an employee of Bcu Wealth Advisors, LLC. During their career, Luzzo has held roles at Loras College, Marist High School, Midlothian C.C, Northwestern Mutual, Windy City Thunderbolts, Thrivent Investment Management Inc, Cottingham & Butler, Thrivent Financial, Lpl Financial, LLC, Private Advisor Group, LLC, Cuso Financial Services, Bcu Wealth Advisors, LLC and Baxter Credit Union. Luzzo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Bcu Wealth Advisors, LLC is a registered investment company operating out of Vernon Hills, IL. The investment advisory business has offices in 16 locations and a total of 17 employees. It controls $395 million in assets under management between its 1,773 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,773 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules depend on which service is provided. Fee types charged by Bcu Wealth Advisors, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bcu Wealth Advisors, LLC Brokerage Details
$395,001,648
17
1,773
$222,787
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
William Luzzo Work History
William has been registered as a financial advisor for 2 years.*
Cuso Financial Services
Bcu Wealth Advisors, LLC
Baxter Credit Union
Thrivent Financial
Thrivent Financial
Lpl Financial, LLC
Private Advisor Group, LLC
Thrivent Investment Management Inc
Cottingham & Butler
Northwestern Mutual
Loras College
Windy City Thunderbolts
Midlothian C.C
Marist High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Luzzo 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
Vernon Hills, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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