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Detailed Report
HEATHER M. WRIGHT
HEATHER ANNE MARSLAND, HEATHER M. WEBSTER, HEATHER MARSLAND WEBSTER, Heather Marsland Wright
CRD#: 1663805
IA
Investment Adviser
B
Broker
BCU WEALTH ADVISORS, LLCCRD#: 164173 300 N. MILWAUKEE AVENUE
VERNON HILLS, IL 60061
LPL FINANCIAL LLCCRD#: 6413 300 N MILWAUKEE AVE
VERNON HILLS, IL 60061
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2013 - 2014 (1 year)2 FIRMS2016 - 2017 (<1 year)2 FIRMS2017 - 2023 (6 years)BLPL FINANCIAL LLC (CRD# 6413)2023 - Present (1 year)IABCU WEALTH ADVISORS, LLC (CRD# 164173)2017 - Present (7 years)BBMO HARRIS FINANCIAL ADVISORS,... (CRD# 137115)2005 - 2012 (6 years)BHARRISDIRECT LLC (CRD# 42159)2004 - 2005 (1 year)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2004 - 2004 (<1 year)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2003 - 2004 (<1 year)BNORTHERN TRUST SECURITIES, INC. (CRD# 7927)2001 - 2003 (2 years)IAFORUM FINANCIAL MANAGEMENT, LP (CRD# 145706)2014 - 2014 (<1 year)
Disclosure(s)
View By:
2/28/2020
Financial
Final
7/17/2019
Financial
Final
5/30/2019
Financial
Final
License(s)

State Registrations

B
California 6/30/2023
B
Minnesota 7/14/2023
B
Colorado 9/25/2023
B
Mississippi 7/24/2023
IA
Illinois 7/6/2017
B
New York 7/24/2023
B
Illinois 7/14/2023
B
North Carolina 6/30/2023
B
Indiana 6/30/2023
B
Ohio 6/30/2023
B
Massachusetts 8/23/2023
B
Wisconsin 6/30/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
LPL FINANCIAL LLC (CRD#:6413)
300 N MILWAUKEE AVE, VERNON HILLS, IL 60061
LAKE FOREST, IL
Registered with this firm since 6/30/2023
IA
BCU WEALTH ADVISORS, LLC (CRD#:164173)
300 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061
Registered with this firm since 7/6/2017
Previous Registration(s)
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IA
 06/23/2017 - 06/30/2023 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) VERNON HILLS, IL
B
 06/23/2017 - 06/30/2023 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) VERNON HILLS, IL
IA
 07/13/2016 - 05/24/2017 GEM FINANCIAL ADVISORS, INC. (CRD#:123031) LAKE FOREST, IL
B
 07/02/2016 - 05/10/2017 LPL FINANCIAL LLC (CRD#:6413) LAKE FOREST, IL
IA
 07/28/2014 - 10/28/2014 FORUM FINANCIAL MANAGEMENT, LP (CRD#:145706) LINCOLNSHIRE, IL
IA
 09/04/2013 - 07/14/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NORTHBROOK, IL
B
 07/26/2013 - 07/14/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NORTHBROOK, IL
B
 12/16/2005 - 11/23/2012 BMO HARRIS FINANCIAL ADVISORS, INC. (CRD#:137115) CHICAGO, IL
B
 11/11/2004 - 12/31/2005 HARRISDIRECT LLC (CRD#:42159) JERSEY CITY, NJ
B
 03/16/2004 - 09/20/2004 FIFTH THIRD SECURITIES, INC. (CRD#:628) CINCINNATI, OH
B
 09/18/2003 - 03/05/2004 FIFTH THIRD SECURITIES, INC. (CRD#:628) CINCINNATI, OH
B
 04/03/2001 - 07/07/2003 NORTHERN TRUST SECURITIES, INC. (CRD#:7927) CHICAGO, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.