linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Phillip Miodowski

Calamos Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Phillip? Claim Your Profile

About Phillip Miodowski

Phillip Miodowski is an Investment Advisor Representative at Calamos Wealth Management LLC. Phillip Miodowski is registered in Illinois. Phillip Miodowski has been in the industry since 2016. Phillip Miodowski has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Phillip Miodowski provides financial planning, investment advisory, and asset allocation services.

Firm Information

Phillip Miodowski 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Phillip Miodowski’s Registration & Firm History

IL

12/01/2023 - Present

Calamos Wealth Management LLC (NAPERVILLE IL)

IL

12/14/2017 - 04/05/2018

MERCER ALLIED COMPANY, L.P. (DEERFIELD IL)

IL

05/09/2016 - 07/05/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

Not sure if Phillip Miodowski is right for you?

Licenses & Designations

IA

Issued 11/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Miodowski.
Not sure if Phillip Miodowski is right for you?