MC
Michael C. Calisi
CALISI WEALTH MANAGEMENT
TEMPE, AZ 85284
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CRD#: 5214721
MC
Michael C CalisiCALISI WEALTH MANAGEMENT
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.
1. 07/10/2025-Coram Property, LLC- Real Estate Rental- INV Related- At Coram, NY- Start date 12/02/2013- 1 Hour Per Month 2. 07/10/2025- 8727 S Priest, LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 08/01/2017- 1 Hour Per Month 3. 07/10/2025-9332 E Raintree, LLC- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 11/01/2022- 1 Hour Per Month 4. 07/10/2025- Montauk Property, LLC- Real Estate Rental- INV Related- At Montauk, NY- Start date 12/02/2013- 1 Hour Per Month 5. 07/10/2025- 19931 N Denaro, LLC-Real Estate Rental- INV Related- At Glendale, AZ- Start date 01/02/2012- 1 Hour Per Month 6. 07/10/2025-1960 E Cairo, LLC- Real Estate Rental- INV Related- At Tempe, AZ - Start date 08/01/2023- 1 Hour Per Month 7. 07/10/2025-633 E Ray, LLC- Real Estate Rental- INV Related- At Gilbert, AZ- Start date 01/01/2019- 1 Hour Per Month 8. 07/10/2025- 1830 S Alma School, LLC-Real Estate Rental- INV Related- At Mesa, AZ - Start date 12/01/2021- 1 Hour Per Month 9. 07/10/2025-Michael C Calisi- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2009- 30 Hours Per Month- 20 Hours During Trading 10. 07/10/2025- Calisi Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/03/2006- 80 Hours Per Month- 80 Hours During Trading 11. 07/10/2025- Michael C Calisi-Real Estate Rental- INV Related- At Tempe, AZ/ Mesa, AZ/ Phoenix, AZ/ - Start date 05/23/1997- 10 Hours Per Month- 10 Hours During Trading 12. 07/10/2025-Michael C Calisi- Mortgage/Real Estate Services- INV Related- At Reported Business Location(s)- Start date 02/01/2021- 8 Hours Per Month- 8 Hours During Trading 13. 07/10/2025- Michael C Calisi, CPA- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 08/04/2003- 30 Hours Per Month- 20 Hours During Trading 14. 08/15/2025 - Calisi Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/05/2025 - 240 hours per month/ 160 hours during trading - I provide investment advisory services through Calisi Wealth Management, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 240 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 15. 07/09/2026 - 309 S Hobson LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Tempe, AZ - Start Date 05/21/2026 - 1 hour per month/ during trading
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®
Start date: 2009
Experience
Current
June 4, 2025 - Present
CALISI WEALTH MANAGEMENT
Office #1: 8727 S Priest Dr Ste 103, Tempe, AZ 85284RIA
CRD#: 336221
TEMPE, AZ
Current
July 10, 2025 - Present
LPL FINANCIAL LLC
Office #1: 8727 S Priest Dr. Suite 103, Tempe, AZ 85284RIA
BD
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.
BD
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
BD
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.RR
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)
RR
Arizona(7/10/2025)
RR
Arkansas(11/12/2025)
IAR
California(6/25/2025)
RR
California(7/10/2025)
RR
Colorado(7/10/2025)
RR
Florida(7/10/2025)
RR
Idaho(7/10/2025)
RR
Iowa(7/10/2025)
RR
Kansas(7/10/2025)
RR
Kentucky(11/12/2025)
RR
Minnesota(7/10/2025)
RR
Missouri(7/10/2025)
RR
Nevada(7/10/2025)
RR
New Jersey(7/10/2025)
RR
New York(7/10/2025)
RR
Ohio(7/10/2025)
RR
Oklahoma(7/10/2025)
RR
Oregon(7/10/2025)
RR
South Carolina(11/4/2025)
IAR
Texas(6/5/2025)
RR
Texas(7/10/2025)
RR
Utah(7/10/2025)
RR
Virginia(7/10/2025)
RR
Washington(7/10/2025)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
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)Loading...
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
1
Regulatory assets under management
| Total Number of Accounts | 252 |
| AUM (Assets Under Management) | $ 74,873,602 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
