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Breanna Coffey

Calamos Wealth Management LLC

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About Breanna Coffey

Breanna Coffey is a financial advisor who is currently registered with Calamos Wealth Management LLC. Breanna is a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience in the financial industry. Breanna's career began at Goldman Sachs & Co. LLC where she held a position in Chicago. She then joined Corient Services LLC in Itasca, Illinois before joining Calamos Wealth Management LLC in 2024. Breanna is a Registered Investment Advisor with the state of Illinois.

Firm Information

Breanna Coffey is currently registered with Calamos Wealth Management LLC. Calamos Wealth Management LLC is an investment advisor registered with the SEC, located in NAPERVILLE, IL. The firm provides financial planning, pension consulting, and asset allocation services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. They manage approximately $3.33 billion in assets.
Calamos Wealth Management LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$3.33B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Breanna Coffey’s Registration & Firm History

IL

07/17/2024 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

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Licenses & Designations

IA

Issued 10/12/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Breanna Coffey.
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