AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KW

Kristina M. Weilnhammerkalebich

Some features on this profile are disabled
CRD#: 1976682
KW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kristina Maria Weilnhammerkalebich, who also goes by Kristina Maria Kalebich, Kristina Maria Weilnhammer, Kristina Weilnhammer, Kristina Weilnhammer-kalebich, was a registered financial professional .

Kristina is a previously registered financial professional and started their career in finance in 1999. Kristina had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kristina Maria Kalebich | Kristina Maria Weilnhammer | Kristina Weilnhammer | Kristina Weilnhammer-Kalebich

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 16, 2015 - May 29, 2018

BMO INVESTMENT DISTRIBUTORS, LLC

BD
CRD#: 146711
CHICAGO, IL
Past

September 13, 2010 - July 17, 2014

CALAMOS ADVISORS LLC

RIA
CRD#: 105758
NAPERVILLE, IL
Past

September 13, 2010 - July 17, 2014

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

March 21, 2003 - August 25, 2010

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
CHICAGO, IL
Past

March 21, 2003 - August 25, 2010

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
CHICAGO, IL
Past

March 13, 2003 - December 31, 2009

NEUBERGER BERMAN MANAGEMENT LLC

RIA
CRD#: 5493
CHICAGO, IL
Past

December 19, 2002 - August 25, 2010

NEUBERGER BERMAN MANAGEMENT LLC

BD
CRD#: 5493
CHICAGO, IL
Past

July 6, 2000 - December 17, 2002

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

March 26, 1999 - July 20, 1999

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/18/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BI
BMO INVESTMENT DISTRIBUTORS, LLC
BMO INVESTMENT DISTRIBUTORS, LLC | M&I DISTRIBUTORS LLC

CRD#: 146711 / SEC#: , 8-67845

BD
Terminated by SEC on 02/18/2020
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 10/04/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BMO FINANCIAL CORP.DIRECT PARENT CORPORATION
GREGORY, MARK ANDREWCHIEF COMPLIANCE OFFICER2253531
JONES, BEN DPRESIDENT, CHIEF OPERATING OFFICER, DIRECTOR4206990
LAKE, STEPHANIE ANNCHIEF FINANCIAL OFFICER5845009
OLEARI, SUSAN GDIRECTOR6660230
PAPAGEORGAKIS, PETEDIRECTOR1974178
RAYNIER, MATTHEW BRENNANAML OFFICER6843589
WANIE, LEE GORDON JULIANDIRECTOR2793249

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BMO INVESTMENT DISTRIBUTORS, LLC

CRD#: 146711

TRUST BUT VERIFY

Monitor Kristina Weilnhammerkalebich

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics