Michael J. Calzolano

ENCOMPASS WEALTH MANAGEMENT LLC

LIBERTYVILLE, IL 60048

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CRD#: 4279450

Professional summary

Michael John Calzolano, CFP® is a registered financial advisor currently at ENCOMPASS WEALTH MANAGEMENT LLC located in Libertyville, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Michael John Calzolano's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

March 18, 2010 - Present

ENCOMPASS WEALTH MANAGEMENT LLC

Office #1: 1870 W Winchester Road Suite 148, Libertyville, IL 60048

RIA

CRD#: 152987

LIBERTYVILLE, IL

Past

January 2, 2009 - December 23, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAINT PETERSBURG, FL

Past

January 24, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

NORTHBROOK, IL

Past

October 6, 2004 - December 23, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NORTHBROOK, IL

Past

June 2, 2004 - October 14, 2004

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

LIBERTYVILLE, IL

Past

April 26, 2004 - October 14, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

June 18, 2003 - July 2, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

N. DARTHMOUTH, MA

Past

June 25, 2002 - July 2, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 2, 2000 - October 2, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/18/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/8/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/1/2000

General Securities Representative Examination

Current Firm

ENCOMPASS WEALTH MANAGEMENT LLC

CRD#: 152987 / SEC#:

Illinois

Registered Investment Advisory firm - (3/18/2010 Approved)

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Contact information

Main Address

1870 W Winchester Road Suite 148, Libertyville, IL 60048

Mailing Address

Phone number

(847) 247-0064

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 10,000,000

Red Flags

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

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Firm Stability Insights

Michael J. Calzolano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Calzolano's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2000

Series 63

Date: 11/16/2000

Series 31

Date: 7/8/2002

Series 7

Date: 11/1/2000

Current Firm

ENCOMPASS WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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