Michael C Calisi

Current Employers

Employment History

• 10/2009 → 07/2025
  Next Financial Group Inc
  Scottsdale, AZ
• 03/2025 → Present
  Calisi Wealth Management Llc
  Tempe, AZ
• 07/2025 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2009-10-08 → 2025-07-10
  Next Financial Group, Inc.
  Houston, TX
  Phoenix, AZ
  Houston, TX
  Scottsdale, AZ
  Chandler, AZ
  Tempe, AZ
• 2006-10-24 → 2009-10-15
  Gunnallen Financial, Inc
  Tampa, FL
  Scottsdale, AZ
  Scottsdale, AZ
• 2007-06-25 → 2009-02-11
  Unified Wealth Management, Llc
  Scottsdale, AZ

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2006-10-18

Designations

Other Names

• Michael Calisi