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Michael William Scalise

Summit Financial Management LLC

Mequon, WI

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Current Employers
Summit Financial Management Llc

1001 W. Glen Oaks Lane Suite 205, Mequon, WI 53092 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-11-23
  • WI RA
    APPROVED
    Since 2016-11-23

Branch Locations

1001 W. Glen Oaks Lane Suite 205, Mequon, WI 53092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management Llc Mequon WI 01/2014 10/2016
Summit Financial Management Llc Mequon WI 10/2016 Present
Previous Registrations
  • 2014-01-14 → 2016-12-23
    Legacy Wealth Management, Llc
    Mequon, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-11-10
  • S63 Uniform Securities Agent State Law Examination
    1989-11-10
Designations
Other Names
  • Michael W. Scalise

View on SEC IAPD

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ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

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