Michael John Calzolano

Employer firm

Encompass Wealth Management LLC CRD 152987

$11.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INSURANCE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2000-12-06
• S63 Uniform Securities Agent State Law Examination
  2000-11-16

Designations

• Certified Financial Planner