Michael A. Kalisch

BROOKSTONE WEALTH ADVISORS

Boca Raton, FL 33431

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CRD#: 4444873

Professional summary

Michael Abner Kalisch, CFP®, who also goes by Michael Kalisch, Mike Kalisch, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Boca Raton, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Kalisch | Mike Kalisch

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.

KALISCH WEALTH, INVESTMENT RELATED, 5550 GLADES ROAD, SUITE 500, BOCA RATON, FL 33431, INVESTMENT ADVISORY, REGISTERED REPRESENTATIVE, STARTED 10/2017, 140 HOURS/MONTH DEVOTED, ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS, PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CLIENTS. MICHAEL KALISCH; INVESTMENT RELATED; 10606 SAINT THOMAS DRIVE, BOCA RATON, FL 33498; CONSULTING/MENTORSHIP; OWNER; STARTED 06/2020; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER CONSULTING AND MENTORSHIP TO FINANCIAL ADVISORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Abner Kalisch's CRS (Customer Relationship Summary).

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: 2011

Experience

Current

May 24, 2017 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 5550 Glades Road Ste 250, Boca Raton, FL 33431

RIA

CRD#: 137658

Boca Raton, FL

Past

October 26, 2015 - May 9, 2017

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Boca Raton, FL

Past

October 2, 2006 - September 7, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOCA RATON, FL

Past

September 29, 2006 - May 12, 2017

LPL FINANCIAL LLC

CRD#: 6413

BOCA RATON, FL

Past

July 26, 2005 - October 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

LAKE WORTH, FL

Past

July 15, 2005 - October 3, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAKE WORTH, FL

Past

October 23, 2002 - June 22, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

MIAMI, FL

Past

September 17, 2002 - June 22, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 18, 2001 - December 18, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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

California
(10/21/2021)

IAR

Florida
(5/24/2017)

IAR

Louisiana
(10/21/2021)

IAR

Texas
(10/21/2021)

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: 5/31/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/24/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/30/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/17/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/11/2006

General Securities Principal Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Michael A. Kalisch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Abner Kalisch's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2002

Series 63

Date: 5/24/2002

SIE

Date: 5/12/2017

Series 31

Date: 7/30/2002

Series 7

Date: 9/17/2001

Series 24

Date: 11/11/2006

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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