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Michael John Calzolano

Encompass Wealth Management LLC

Libertyville, IL

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Current Employers
Encompass Wealth Management Llc

1870 W Winchester Road Suite 148, Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-03-18
  • IL RA
    APPROVED
    Since 2010-03-18

Branch Locations

1870 W Winchester Road Suite 148, Libertyville, IL 60048 • 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
Humana Gurnee IL 03/2008 Present
The Life Insurance Pro Gurnee IL 04/2005 Present
Encompass Wealth Management Llc Libertyville IL 01/2010 Present
Blue Cross Blue Shield Gurnee IL 05/2005 Present
  • 03/2008 → Present
    Humana
    Gurnee, IL
  • 04/2005 → Present
    The Life Insurance Pro
    Gurnee, IL
  • 01/2010 → Present
    Encompass Wealth Management Llc
    Libertyville, IL
  • 05/2005 → Present
    Blue Cross Blue Shield
    Gurnee, IL
Previous Registrations
  • 2009-01-02 → 2009-12-23
    Raymond James Financial Services Advisors, Inc
    Saint Petersburg, FL
  • 2005-01-24 → 2009-01-02
    Raymond James Financial Services, Inc.
    Northbrook, IL
    Northbrook, IL
  • 2004-06-02 → 2004-10-14
    Mony Securities Corporation
    Libertyville, IL
  • 2003-06-18 → 2003-07-02
    Morgan Stanley Dw Inc.
    N. Darthmouth, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-06
S63 Uniform Securities Agent State Law Examination 2000-11-16
  • S65 Uniform Investment Adviser Law Examination
    2000-12-06
  • S63 Uniform Securities Agent State Law Examination
    2000-11-16
Designations

View on SEC IAPD

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Other Investors

THOMAS MATTHEW KEDZIE
JOSHUA JACOB MARKOWITZ
RICK SCOTT SHAPIRO
AARON NEIL HARKAVY
MICHAEL JUDE MAY
AMY GUERIN SLOMA
PATRICIA ANN O'CONNOR
CHRISTOPHER R FASANO

Other Offices

ARCH VENTURE PARTNERS · CHICAGO, IL
OSAIC WEALTH, INC. · CHICAGO, IL
CETERA INVESTMENT ADVISERS LLC · CHICAGO, IL
CETERA INVESTMENT ADVISERS LLC · CHICAGO, IL
GATE CITY CAPITAL MANAGEMENT, LLC · CHICAGO, IL
CENTER ROCK CAPITAL PARTNERS, LP · CHICAGO, IL
AE WEALTH MANAGEMENT, LLC · Chicago, IL
LPL FINANCIAL LLC · PARK RIDGE, IL

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