Bradley Karkula
Investment adviser representative at Calamos Wealth Management LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
Are you Bradley Karkula? Claim your profile
Contact this firm
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
18 years in the industry.
- Calamos Financial Services LLCFeb 2024 to now
- Calamos Wealth Management LLCFeb 2024 to now
- Citibank N.A.Aug 2020 to Feb 2024
- Morgan StanleyAug 2019 to Aug 2020
- J.P. Morgan Securities LLCAug 2014 to Aug 2019
- JP Morgan Chase Bank NAJun 2008 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2020
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
- 5541841
- Firm CRD
- 143490