Osaic Wealth
47yrs
Top advisor by experience in Naperville
8yrs
Breanna Coffey
Financial advisor at Calamos Wealth Management
Breanna Coffey is a fiduciary financial advisor in Naperville, Illinois, with 8 years in the industry. After two years at Corient and four years at Balasa Dinverno Foltz, Breanna joined Calamos Wealth Management in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Breanna holds the CFP® designation.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2020 Calamos Court, Naperville, IL 60563
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.19 million
Advisors at the firm36
States licensed ?1 state
Services through Calamos Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowCalamos Wealth Management LLCCurrent firm
- Dec 2022 – Jul 2024CorientPreviously
- 2018 – 2023Balasa Dinverno Foltz LLCPreviously
Contact Breanna
(630) 245-7200Calamos Wealth Management main office 2020 Calamos CourtNaperville, IL 60563Office · Get directions Firm websiteHTTP://WWW.CALAMOS.COM
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Questions to ask Breanna
Tailored to Breanna’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Breanna
How do I contact Breanna?
Call Calamos Wealth Management at (630) 245-7200 and ask for Breanna Coffey. Breanna works from the Naperville, IL office.
How long has Breanna been a financial advisor?
Breanna has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Breanna hold?
Series 65. Tap any license on this page to see what it allows.
Is Breanna a fiduciary?
Breanna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Breanna paid?
Calamos Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Breanna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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