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ADV Form for Financial Planning

ADV Form for Wealth Management

Privacy Policy


INVESTMENT ADVISORS

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.

WEALTH ADVISORS

All references to BCU Wealth Advisors will mean BCU Wealth Advisors, LLC, a wholly-owned subsidiary of BCU. Investment advisory services are offered through BCU Wealth Advisors, LLC; an investment advisor registered with the United State Securities and Exchange Commission and domiciled in the State of Illinois. Advisory services and recommended securities offered by BCU Wealth Advisors, LLC are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. This website is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm is notice-filed, registered or is eligible for exemption from notice-filing or registration in that jurisdiction. Non-deposit investment products and services offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Baxter Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU. The contents of this webpage are not to be copied, quoted, excerpted or distributed without express written permission of the firm. Nothing on this webpage is intended as legal, accounting, or tax advice, and is for informational purposes only.