Dimitar TanchevCRD Number: 5648008
Current Firm: Calamos Wealth Management LLC
Dimitar Tanchev (CRD# 5648008) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 13 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|Calamos Wealth Management LLC||Naperville, IL||Nov 2019 - Current||3|
|Nextcapital||Chicago, IL||Sep 2016 - Nov 2019||3|
|Cedar Capital, Llc/good Harbor Financial, LLC||Chicago, IL||Dec 2013 - Aug 2016||2|
|Foreside Fund Services||Chicago, IL||Jun 2015 - Dec 2015||< 1|
|Tower Hill Trading||Chicago, IL||Jan 2012 - Nov 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management3,429MILLIONS
Total Number of Accounts2,949ACCOUNTS
Average Account Value$1,162,670
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.