Michael Abner Kalisch
Investment adviser representative at Brookstone Wealth Advisors, LLC
20 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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
- Seminars and workshops
Experience
20 years in the industry.
- Kalisch WealthOct 2017 to now
- Brookstone Wealth Advisors, LLCMay 2017 to now
- Retirement Wealth AdvisorsMay 2017 to now
- Independent Financial PartnersOct 2015 to May 2017
- Kalisch Private WealthJan 2012 to Oct 2017
- LPL Financial, LLCSep 2006 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, LA, TX).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 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
- 4444873
- Firm CRD
- 137658