Michael C. Calisi

CALISI WEALTH MANAGEMENT

TEMPE, AZ 85284

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CRD#: 5214721

Professional summary

Michael C Calisi, CFP®, who also goes by Michael Calisi, is a registered financial advisor currently at CALISI WEALTH MANAGEMENT located in Tempe, Arizona and LPL FINANCIAL LLC located in Tempe, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Michael Calisi

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 C Calisi'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: 2009

Experience

Current

June 4, 2025 - Present

CALISI WEALTH MANAGEMENT

Office #1: 8727 S Priest Dr Ste 103, Tempe, AZ 85284

RIA

CRD#: 336221

TEMPE, AZ

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 8727 S Priest Dr. Suite 103, Tempe, AZ 85284

RIA

CRD#: 6413

TEMPE, AZ

Past

July 10, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

October 8, 2009 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

SCOTTSDALE, AZ

Past

October 2, 2009 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

SCOTTSDALE, AZ

Past

February 24, 2009 - October 15, 2009

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

SCOTTSDALE, AZ

Past

June 25, 2007 - February 11, 2009

UNIFIED WEALTH MANAGEMENT, LLC

RIA

CRD#: 133202

SCOTTSDALE, AZ

Past

October 24, 2006 - July 2, 2008

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

SCOTTSDALE, AZ

Past

October 4, 2006 - October 15, 2009

GUNNALLEN FINANCIAL, INC

CRD#: 17609

SCOTTSDALE, AZ

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(6/4/2025)

Arizona
(7/10/2025)

Arkansas
(11/12/2025)

IAR

California
(6/25/2025)

California
(7/10/2025)

Colorado
(7/10/2025)

Florida
(7/10/2025)

Idaho
(7/10/2025)

Iowa
(7/10/2025)

Kansas
(7/10/2025)

Kentucky
(11/12/2025)

Minnesota
(7/10/2025)

Missouri
(7/10/2025)

Nevada
(7/10/2025)

New Jersey
(7/10/2025)

New York
(7/10/2025)

Ohio
(7/10/2025)

Oklahoma
(7/10/2025)

Oregon
(7/10/2025)

South Carolina
(11/4/2025)

IAR

Texas
(6/5/2025)

Texas
(7/10/2025)

Utah
(7/10/2025)

Virginia
(7/10/2025)

Washington
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/18/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CALISI WEALTH MANAGEMENT

CALISI WEALTH MANAGEMENT | CALISI WEALTH MANAGEMENT LLC

CRD#: 336221 / SEC#:

Arizona

Registered Investment Advisory firm - (6/4/2025 Approved)

California

Registered Investment Advisory firm - (6/25/2025 Approved)

Texas

Registered Investment Advisory firm - (5/15/2025 Conditional Restricted)

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Contact information

Main Address

8727 S Priest Dr Ste 103, Tempe, AZ 85284

Mailing Address

Po Box 2674, Tempe, AZ 85280-2674

Phone number

(480) 277-0677

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Michael C. Calisi

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael C Calisi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALISI WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

GUNNALLEN FINANCIAL, INC

UNIFIED WEALTH MANAGEMENT, LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2006

FINRA

Current Firm

CALISI WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CALISI WEALTH MANAGEMENT

TRUST BUT VERIFY

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