Chad Codak is a registered investment advisor at Bcu Wealth Advisors, LLC, based in Vernon Hills, IL, with 2 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 870 clients with $650M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
BCU Wealth Advisors offers financial planning and investment consultation services on a project basis, with fees ranging from $1,000 to $10,000. The fee depends on the time required, the complexity of your financial situation, and any special requests. The financial plan is typically completed within six months.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bcu Wealth Advisors, LLC
State Registrations1 state
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