Unclaimed Profile

Derek Maurice Olsen

CALAMOS WEALTH MANAGEMENT LLC·NAPERVILLE, Illinois

Clean recordCALAMOS WEALTH MANAGEMENT LLC

2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 4415327Firm CRD# 143490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Maurice Olsen · NAPERVILLE, IL

Registration

CRD #4415327 · CALAMOS WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Derek Maurice Olsen is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with CALAMOS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CALAMOS WEALTH MANAGEMENT LLC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CALAMOS WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4415327

Firm CRD# 143490

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Derek Maurice Olsen offer?

Derek Maurice Olsen specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Derek Maurice Olsen's credentials?

Derek Maurice Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Maurice Olsen located?

Derek Maurice Olsen is based in NAPERVILLE, Illinois, working with CALAMOS WEALTH MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.

How does Derek Maurice Olsen charge for services?

Derek Maurice Olsen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALAMOS WEALTH MANAGEMENT LLC?

CALAMOS WEALTH MANAGEMENT LLC has approximately 41 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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