Michael Calzolano, financial advisor Libertyville IL

Michael Calzolano

CRD Number: 4279450
Current Firm: Encompass Wealth Management LLC

Michael Calzolano (CRD# 4279450) is an Investment Advisor Representative working at Encompass Wealth Management LLC in Libertyville, IL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Encompass Wealth Management LLC Libertyville, IL Jan 2010 - Current 12
Humana Gurnee, IL Mar 2008 - Current 14
Blue Cross Blue Shield Gurnee, IL May 2005 - Current 17
The Life Insurance Pro Gurnee, IL Apr 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Michael J. Calzolano
Phone Number: 847-247-0064
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $606,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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