Sydney Lukatsevich
Advisor at Calamos Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Calamos Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL 60563-2787
Credentials
CFP®, Series 66
Industry experience
7 years
Sydney Lukatsevich is a CFP® professional with seven years of experience in financial advising. She is currently with Calamos Wealth Management LLC and Calamos Financial Services LLC, having joined in 2023. Her prior experience includes roles at Mowery & Schoenfeld Wealth Management, Mutual of Omaha Advisors, Axa Advisors, and Morgan Stanley. Outside of finance, she has worked in the sports and retail industries, including involvement with the John Becker Basketball Camp and Ecco Clothing. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm emphasizes a structured investment process and frequently incorporates affiliated Calamos Funds and investment vehicles within client portfolios.
Based on Calamos Wealth Management LLC
Based on Calamos Wealth Management LLC
Based on Calamos Wealth Management LLC
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $1,000,000
2020 Calamos Court
Naperville, IL 60563-2787
Illinois
Calamos Financial Services LLC
2023 - Present (3 years)
Calamos Wealth Management LLC
2023 - Present (3 years)
Mowery & Schoenfeld Wealth Management, LLC
2022 - 2023 (1 year)
Mutual of Omaha Advisors
2021 - 2022 (1 year)
Mutual of Omaha Advisors
2019 - 2021 (2 years)
Axa Advisors, LLC
2018 - 2019 (1 year)
Morgan Stanley
2017 - 2017 (1 year)
John Becker Basketball Camp
2016 - 2016 (1 year)
Ecco Clothing
2016 - 2017 (1 year)
John Becker Basketball Camp
2016 - 2016 (1 year)
Buffalo Wild Wings
2015 - 2016 (1 year)
University of Vermont
2014 - 2018 (4 years)
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Real estate agent
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