Bradley Karkula is a CFP-designated registered investment advisor, based in Naperville, IL, with 17 years of industry experience.
Location
2020 Calamos Court, Naperville, IL, 60563-2787
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bradley owns rental property in Aurora, IL since 2022, ensuring it is fit to live in. He spends minimal time on this activity.
Employment History
Current Registrations
Calamos Financial Services LLCBroker
February 2024 - Present · 2 yrs 2 mos
Calamos Wealth Management LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Citi Private Alternatives, LLCBroker
August 2020 - February 2024 · 3 yrs 6 mos
Citigroup Global Markets INC.
August 2020 - February 2024 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2020 - February 2024 · 3 yrs 6 mos
Morgan Stanley
October 2019 - August 2020 · 10 mos
Morgan StanleyBroker
September 2019 - August 2020 · 11 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2019 · 6 yrs 10 mos
Chase Investment Services CORP.Broker
June 2008 - October 2012 · 4 yrs 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.