Osaic Wealth
47yrs
Top advisor by experience in Naperville
1yr
William Smith
Full name on record: William Patrick Smith
Financial advisor at Calamos Wealth Management
William Smith is a fiduciary financial advisor in Naperville, Illinois, with 1 year in the industry. William joined Calamos Wealth Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Calamos Wealth Management reports being paid through a percentage of assets and flat fees.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2025 – nowCalamos Wealth Management LLCCurrent firm
Contact William
(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 William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 William
How do I contact William?
Call Calamos Wealth Management at (630) 245-7200 and ask for William Smith. William works from the Naperville, IL office.
How long has William been a financial advisor?
William has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does William hold?
Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Calamos Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask William 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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