Advisor at Evexia Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Stevens Point, WI 54481
Credentials
Series 63, Series 65
Industry experience
21 years
Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.
Based on Evexia Wealth, LLC
Fixed project fees based on expected hours to complete financial planning engagements
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagements ranging from $1,800 to $30,000 annually, billed monthly or quarterly in advance
Fee-only: Hourly fees up to $300 per hour; fixed project fees based on expected hours; ongoing planning fees from $1,800 to $30,000 annually, negotiable
1265 Main Street, Suite 105
Stevens Point, WI 54481
Wisconsin
Max Flight LLC
2025 - Present (1 year)
SOM Stays
2025 - Present (1 year)
Benny's Place
2025 - Present (1 year)
Maxlife LLC
2024 - Present (2 years)
16 Days, Inc.
2024 - Present (2 years)
Evexia Wealth, LLC
2022 - Present (4 years)
Thrivent Advisor Network, LLC
2019 - 2023 (4 years)
Purshe Kaplan Sterling Investments
2019 - 2023 (4 years)
THRIVENT FINANCIAL for Lutherans
2004 - 2019 (15 years)
Thrivent Investment Management
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wisconsin Rapids, WI
Sullivan Investment Management LLC
Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.
Series 63, Series 66
Wisconsin Rapids, WI
Buena Vista Investment Management LLC
Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.
Series 63, Series 65
Plover, WI
Elite Wealth Management, Inc.
Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.
Series 66
Plover, WI
Elite Wealth Management, Inc.
Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.
Series 65
Plover, WI
Elite Wealth Management, Inc.
Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.
Series 65
Plover, WI
Elite Wealth Management, Inc.
Victor Kizewski is a financial advisor at Elite Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory role, he is a licensed life and health insurance agent, recommending insurance and annuities as appropriate. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to offer a range of model portfolios and maintains an ERISA fiduciary role for plan clients.
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