Michael Calisi
Michael Calisi is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tempe, AZ, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8727 S Priest Dr. Suite 103, Tempe, AZ, 85284
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is an independent insurance producer since 2006, dedicating about 10-20% of his time to this activity. He also provides tax preparation and accounting services, works as a mortgage loan officer, and manages multiple real estate entities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Calisi Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Gunnallen Financial, INC
Unified Wealth Management, LLC
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.