Michael
Calisi

Next Financial Group, Inc

CRD#5214721
Investment Advisor
in Tempe, AZ

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About this Advisor

Michael Calisi is a certified financial planner and chartered financial consultant in Tempe, Arizona. Currently a registered financial advisor at Next Financial Group, Inc, they have gathered 12 years of professional experience as a financial advisor. Calisi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Calisi is able to work with investors in Arizona. Over the course of their career, they have held roles at Gunnallen Financial, Inc, Unified Financial Services, Unified Wealth Management, LLC and Next Financial Group Inc. Next Financial Group, Inc is based out of Tempe, Arizona, and operates out of 354 other brick-and-mortar locations across the United States. As a registered advisory firm, Next Financial Group, Inc oversees $2 billion in assets across 10,783 client accounts and employs more than 495 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 8,229 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. 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

12 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

Disclosures

No

Office Location

8727 S Priest Dr. Suite 103
Tempe, AZ 85284

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,652,886,583

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

457

AZ Average: 49
Total Number of Accounts

11,352

AZ Average: 2,315
Average Account Size

$145,603

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 12 years of experience.

2009 - Present (10 years)

Next Financial Group Inc

2007 - 2009 (2 years)

Unified Wealth Management, LLC

2006 - 2009 (3 years)

Gunnallen Financial, Inc

2006 - 2009 (3 years)

Unified Financial Services

Disclosures

Michael Calisi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Kalvin Sid
San Mateo, CA
George Escobar
Santa Ana, CA
Victor Morales
Miami Beach, FL
Sheila Evans
Tempe, AZ
Sean Kelleher
Rancho Cordova, CA
Marten Oei
Tempe, AZ
Valerie Richard
Tempe, AZ
Matthew Benson
Tempe, AZ

This content was compiled from the SEC and FINRA.

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