BCU Wealth Advisors, LLC Celebrates Finalist Honors in Kehrer Group’s 2023 Top Directors Awards
November 22, 2023
Chicago - BCU Wealth Advisors, LLC was recognized as a finalist in the Mid-Size Firms, Credit Union Firms categories, and ranked #4 as a top finalist in the Women-Led Firms category at the Kehrer Group’s annual Top Directors Awards ceremony earlier this month. The awards recognize executives that manage the investment services business inside a bank or credit union. The executives recognized as Top Directors have demonstrated the leadership it takes to achieve outstanding results. 
Kristi Mertens, BCU Wealth Advisors, LLC Managing Director, expressed her gratitude for the acknowledgements. “The BCU Wealth Advisors team is proud to be awarded by Kehrer Group for our achievements,” said Mertens. “Our dedication to providing exceptional experiences for our clients is the driving force for everything we do and receiving recognition like Kehrer Group’s Top Directors Awards is a reason to keep doing what we do best.”
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates (CA Insurance License #0518721 or 0B91442). Investment advice offered through BCU Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. BCU is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCU Wealth Advisors and may also be employees of BCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCU or BCU Wealth Advisors. Advisory services, securities, and insurance offered through BCU Wealth Advisors, LLC, LPL Financial or its affiliates are:
- Not Insured by NCUA or Any Other Government Agency
- Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations
- May Lose Value
Top Director recognition was provided on 11/08/2023 by The Kehrer Group, for the period ending 12/31/2022. Visit https://kehrergroup.com/top-directors-awards/ for more information about the Kehrer Group and the Top Director awards. The Adviser did not provide any direct or indirect compensation in return for consideration for the Top Director awards.
About BCU: BCU is a not-for-profit, member-owned Credit Union that is fiercely dedicated to Empowering People to Discover Financial Freedom. At just under $6B in assets, BCU is driven by its commitment to providing a fast, easy, secure banking experience and extraordinary service for close to 350,000 members. The BCU field of membership includes employees and families of large employers that are focused on the financial well-being of their workforce; those who live or work in northern Illinois, southern Wisconsin, and the island of Puerto Rico; and subscribers of BCU’s wholly-owned Credit Union Service Organization (CUSO), Life. Money. You.® within communities and Fortune 100 workplaces throughout the United States and Puerto Rico. All BCU members enjoy lifetime access to financial services and well-being programming that inspire confidence through the brand promise “Here Today For Your Tomorrow.”
To learn more about how we can help you realize your financial dreams, visit BCU.org.
Members of the media can obtain more information by visiting BCU.org/About-Us/Media-Relations.