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.
Credentials
Series 63, Series 65
Experience Industry experience
7 years
Location
Rosholt, WI
LPL Enterprise
Institution
Elliot Wrasse is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background includes roles outside finance, such as positions at Grate Modern Mac & Cheese and Portillos Hot Dogs. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Rosholt, WI
Rosholt WI
Advisors at this office
1
Wisconsin
7 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Wauwatosa, WI
Prudential Insurance Company of America
2019 - Present • 7 years
Sussex, WI
Pruco Securities, LLC.
2019 - 2024 • 5 years
Sussex, WI
Grate Modern Mac & Cheese
2017 - 2019 • 2 years
Milwaukee, WI
Portillos Hot Dogs
2016 - 2017 • 1 year
Milwaukee, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Plover, WI
Elite Wealth Management, Inc.
Patrick Marcell is a financial advisor at Elite Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to medical services through Anovia, though he is not compensated for this activity. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm employs a variety of model portfolio strategies guided by fundamental, technical, and cyclical analysis, and offers services including wrap-fee asset management, financial planning, and retirement plan education and management.
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
Stevens Point, WI
Benchmark Capital Group Ltd.
Austin Swisher is a financial advisor at Benchmark Capital Group Ltd. with a Series 65 designation and one year of industry experience. Prior to joining Benchmark Capital Group, he worked at Imperial Industries and served in the United States Marine Corps. He also has a background in education from the University of Wisconsin-Stevens Point. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and employer retirement-plan consulting for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $174 million, utilizing a variety of investment methods including fundamental and technical analysis to accommodate both long- and short-term strategies.
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 Series 65-licensed financial advisor with six years of industry experience. He has worked at Elite Wealth Management, Inc. since 2025 and previously held roles at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory work, he is a licensed life and health insurance agent, recommending life insurance and annuities to clients as appropriate. Elite Wealth Management serves individual and high-net-worth clients, retirement plans, charitable organizations, foundations, and small businesses. The firm uses a range of model portfolio strategies based on fundamental, technical, and cyclical analysis, providing written Investment Policy Statements, ongoing monitoring, and additional options including structured notes and coordinated custodial onboarding.
Series 65
Stevens Point, WI
Evexia Wealth, LLC
Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.
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