Frank J Calise
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Kaff Calise LLCJun 2015 to now
- Cfr Capital Group, LLCMay 2006 to now
- Avantax Advisory ServicesJun 2023 to Sep 2025
- Avantax Insurance Agency, LLCJun 2023 to Sep 2025
- Avantax Investment Services Inc.Jun 2023 to Sep 2025
- Kaff Mariposa, LLCDec 2019 to Sep 2025
- Kaff Paradise, LLCDec 2019 to Sep 2025
- Securities America Advisors, Inc.Dec 2018 to Jun 2023
- Securities America, Inc.Dec 2018 to Jun 2023
- Questar Asset Management, Inc.Aug 2011 to Dec 2018
- Questar Capital CorporationJul 2011 to Dec 2018
- Calise Enterprises, LLC dba H&r BlockFeb 2011 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3022262
- Firm CRD
- 105644