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Calvin Bradley Hays

31 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,123 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$15.3B

Fee Structure

Minimum Investment:$1M
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Location

231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604

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History

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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Other Business Activities

Calvin is a limited partner at Commercial Property Advisors, a passive investment role requiring minimal time. He also works full-time as a Regional Director in Intermediary Sales at Great Lakes Advisors, an affiliated investment advisor.

Employment History
Current Registrations
Great Lakes Advisors, LLC
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Wintrust Investments LLCBroker
August 2015 - July 2025 · 9 yrs 11 mos
Wintrust Investments
August 2015 - January 2025 · 9 yrs 5 mos
TD Ameritrade, INC.
March 2013 - June 2014 · 1 yr 3 mos
Amerivest Investment Management, LLC
March 2013 - June 2014 · 1 yr 3 mos
TD Ameritrade, INC.Broker
March 2013 - June 2014 · 1 yr 3 mos
Calamos Advisors LLC
February 2013 - February 2013 · 0 mos
Calamos Wealth Management LLC
April 2009 - February 2013 · 3 yrs 10 mos
Calamos Advisors LLC
July 2002 - November 2007 · 5 yrs 4 mos
Calamos Financial Services LLCBroker
November 2001 - February 2013 · 11 yrs 3 mos
Blackrock Investments, INC.Broker
June 1998 - September 2001 · 3 yrs 3 mos
Van Kampen American Capital Distributors, INC.Broker
January 1995 - May 1998 · 3 yrs 4 mos
Jmc Investment Services, INC.Broker
February 1994 - December 1994 · 10 mos
Edward D. Jones & CO., L.P.Broker
January 1993 - December 1993 · 11 mos
State Registrations2 states
ILNJ
Advisor
Exams
No exam information available for this advisor.