Chicago - BCU Wealth Advisors, LLC is proud to announce that Kristi Mertens, CFP®, Managing Director of BCU Wealth Advisors, has been ranked #4 in the nation in the Women-Led Firms category by the Kehrer Group’s Top Director Awards. This annual recognition honors executives who lead investment services programs within banks and credit unions and have demonstrated exceptional leadership and results. 
“This recognition is a true honor and a reflection of the incredible work our team does every day,” said Mertens. “At BCU Wealth Advisors, we are committed to delivering innovative strategies and exceptional service to help our clients pursue their financial goals.”
The Kehrer Group’s Top Director Awards celebrate leaders who exemplify excellence in program management, growth, and member impact. Mertens’ achievement underscores her dedication to driving results and fostering a culture of innovation within BCU Wealth Advisors.
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:
The 2025 Kehrer Group Top Directors Award was based on the annual period ending 12/31/2024. The recognition considered 16 quantitative criteria related to financial institutions’ investment services programs, including investment assets, revenue, and household penetration. Data sources included annual benchmarking surveys, self-nominations, and nominations by third party broker-dealers. Out of 206 nominations, 35 nominees were selected. The advisor did not provide any direct or indirect compensation in return for consideration for the award. For more information regarding the award, visit https://kehrergroup.com/top-directors-awards/. BCU Wealth Advisors and LPL Financial are not affiliated with The Kehrer Group.
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.
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