Michael Calzolano (CRD# 4279450) is an Investment Advisor Representative working at Encompass Wealth Management LLC in Gurnee, IL and has over 23 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass Wealth Management LLC | Libertyville, IL | Jan 2010 - Current | 14 |
| Humana | Gurnee, IL | Mar 2008 - Current | 16 |
| Blue Cross Blue Shield | Gurnee, IL | May 2005 - Current | 18 |
| The Life Insurance Pro | Gurnee, IL | Apr 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
- IL
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$613,750
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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