Evan
Kanarek

Calamos Wealth Management LLC

CRD#4683424
Investment Advisor
in Naperville, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Evan Kanarek is a financial advisor based in Naperville, Illinois, working with Calamos Wealth Management LLC. Evan has previously held positions at J.P. Morgan Securities LLC, M&T Bank, M&T Securities, Inc, Northcoast Asset Management, Quasar Distributors, LLC, Calamos Wealth Management LLC, Calamos Financial Services LLC, and Connectus Wealth. Evan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and New York. Currently, Evan is part of Calamos Wealth Management LLC, which operates out of Naperville, Illinois. The firm has 8 offices and 41 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Calamos Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2020 Calamos Court
Naperville, IL 60563-2787

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Calamos Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,334,568,012

IL Average: $6,674,516,078
Total Number of Employees

41

IL Average: 44
Total Number of Accounts

3,021

IL Average: 2,564
Average Account Size

$1,103,796

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Evan Kanarek Work History

2023 - Present (1 year)

Calamos Wealth Management LLC

2023 - Present (1 year)

Calamos Financial Services LLC

2021 - 2023 (2 years)

Connectus Wealth

2019 - 2021 (2 years)

Northcoast Asset Management

2019 - 2023 (4 years)

Quasar Distributors, LLC

2016 - 2019 (3 years)

M&T Bank

2016 - 2019 (3 years)

M&T Securities, Inc

2013 - 2016 (3 years)

J.P. Morgan Securities LLC

Disclosures

Please visit the SEC profile of Evan Kanarek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Calamos Wealth Management LLC

John Campbell
Naperville, IL
Victoria Vega
Naperville, IL
Paris Karasso
Naperville, IL
Joshua Walters
Naperville, IL
Dimitar Tanchev
Naperville, IL
Evan Kanarek
Naperville, IL
William Lacy
Chicago, IL
Christopher Gruchacz
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started