Next Financial Group, Inc

Investment Advisor
in Phoenix, AZ

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About this Advisor

Michael Calisi is a certified financial planner and chartered financial consultant who lives in Phoenix, Arizona. Currently an investment advisor at Next Financial Group, Inc, they have accumulated 10 years of work experience. Calisi maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Calisi can operate based out of Arizona. Calisi has worked their career at Next Financial Group, Inc. Next Financial Group, Inc is based out of Phoenix, Arizona, and has 317 brick-and-mortar locations in the country. As an advisor firm, Next Financial Group, Inc oversees $2 billion in assets covering 11,352 accounts and retains more than 457 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 9,860 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Next Financial Group, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

1345 E Chandler Blvd Ste 117
Phoenix, AZ 85048

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management


AZ Average: $3,042,739,679
Total Number of Employees


AZ Average: 49
Total Number of Accounts


AZ Average: 2,315
Average Account Size


AZ Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Calisi Work History

Michael has 11 years of experience.

2009 - Present (11 years)

Next Financial Group Inc


Michael Calisi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Ryan Hussey
Ravena, NY
Jeffrey Swanson
Bend, OR
Michael Briggs
East Longmeadow, MA
Ethan Quirin
Malvern, PA
Billups Johnson
Albany, GA
Christian Taylor
Houston, TX
Matthew Bostwick
Belleair, FL
David Paladino
Austin, TX

This content was compiled from the SEC and FINRA.

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