Joseph Lawrence Weidenbach
Investment adviser representative at Calamos Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$5.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Calamos Wealth Management LLCOct 2022 to now
- Calamos Financial Services LLCOct 2022 to now
- U.S. Bancorp Investments, Inc.Dec 2012 to Oct 2022
- U.s.bankSep 2012 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IL).
Calamos Wealth Management LLC
$5.5BAssets managed
4,308Clients
40Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4675313
- Firm CRD
- 143490