Sydney Lukatsevich is a CFP-designated registered investment advisor, based in Chicago, IL, with 7 years of industry experience.
Location
215 N. Peoria Street, #1100/1200, Chicago, IL, 60607
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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.
Learn about disclosures →Employment History
Current Registrations
Calamos Wealth Management LLC
December 2023 - Present · 2 yrs 5 mos
Calamos Financial Services LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Mowery & Schoenfeld Wealth Management, LLC
March 2022 - October 2023 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.
March 2019 - April 2022 · 3 yrs 1 mo
Mutual of Omaha Investor Services, INC.Broker
February 2019 - April 2022 · 3 yrs 2 mos
AXA Advisors, LLC
August 2018 - February 2019 · 6 mos
AXA Advisors, LLCBroker
July 2018 - February 2019 · 7 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.