Joel Stults, financial advisor Naperville IL
93 score

Joel Stults

CRD Number: 5296687
Current Firm: Calamos Wealth Management LLC

Joel Stults (CRD# 5296687) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Calamos Wealth Management LLC Naperville, IL May 2015 - Current 1
Calamos Financial Services LLC Naperville, IL May 2015 - Current 1
Credit Suisse Securities (usa) LLC Chicago, IL May 2008 - May 2015 7
Polished Nickel Capital Management Melrose Park, IL Jan 2008 - Apr 2008 < 1
Edward Jones St. Louis, MO Nov 2007 - Dec 2007 < 1
Polished Nickel Capital Management Melrose Park, IL Oct 2007 - Oct 2007 < 1
N/a Smithton, IL May 2007 - Sep 2007 < 1
Mckendree College Lebanon, IL Aug 2003 - May 2007 3
Smith Barney Inc. Shiloh, IL Jan 2007 - Apr 2007 < 1
Mckendree College Lebanon, IL Sep 2003 - Apr 2007 3
Holten Meat Inc. Sauget, IL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Joel C. Stults
Phone Number: 630.245.7200
Firm Website: http://www.calamos.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,050
    MILLIONS
  • Total Number of Accounts
    1,285
    ACCOUNTS
  • Average Account Value
    $817,144
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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