LPL Financial
39yrs
Top advisor by experience in Rohnert Park
26yrs
Michael J Calvelli
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office1500 Valley House Dr. #210, Rohnert Park, CA 94928
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2012 – 2016Protected Investors of AmericaPreviously
- 2004 – 2007Sorrento Pacific Financial, LLCPreviously
- 2003 – 2005Cuso Financial Services, L.P.Previously
- Jul 2002 – Aug 2003Cetera Wealth Services, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Michael J Calvelli. Michael works from the Rohnert Park, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2001, about 26 years. More experience than 73% of advisors nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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