Kevin CrouchCRD Number: 5606397
Current Firm: Calamos Wealth Management LLC
Kevin Crouch (CRD# 5606397) 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.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Calamos Financial Services LLC||Naperville, IL||Sep 2012 - Current||4|
|Calamos Wealth Management LLC||Naperville, IL||Sep 2012 - Current||4|
|Ourtime Collections, Inc.||Chicago, IL||Jun 2010 - Current||7|
|Chase Investment Services Corp||Chicago, IL||Sep 2010 - Aug 2012||1|
|Pnc Investments||Naperville, IL||Nov 2009 - Sep 2010||< 1|
|Natcity Investments, Inc.||Cleveland, OH||Oct 2008 - Sep 2010||1|
|National City Bank||Aurora, IL||Jan 2007 - Sep 2010||3|
|Ups Store||Downers Grove, IL||Nov 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management1,050MILLIONS
Total Number of Accounts1,285ACCOUNTS
Average Account Value$817,144
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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