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Jason Buchinger

Advisor at LPL Financial

Updated today

Location

Stevens Point, WI 54481

Credentials

Series 63, Series 65, Series 66

Industry experience

26 years

About

Jason Buchinger is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at LPL Financial since 2022. Prior to this, he has been associated with Simplicity Credit Union and CUNA Brokerage Services since 2017, and worked at Associated Investment Services from 2015 to 2017. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and provides flexible investment solutions ranging from model portfolios to customized discretionary arrangements.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

3101 Hoover Avenue

Stevens Point, WI 54481

Most active in

Wisconsin

Work history

LPL Financial

2022 - Present (4 years)

Simplicity CU

2017 - Present (9 years)

CUNA Brokerage Services

2017 - Present (9 years)

Associated Investment Services

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick M

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew D

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael M

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Victor K

Series 65

Plover, WI

Elite Wealth Management, Inc.

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyler E

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.

Private / alternative investments Options & derivatives strategies
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Benjamin P

Series 63, Series 65

Stevens Point, WI

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Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Avellino Financial Advisors, Inc., and Forest Securities, Inc. Outside of advisory work, he is involved in an insurance agency specializing in life, health, and annuity sales. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, serving over 500 client relationships. The firm applies a bottoms-up fundamental screening process and offers multiple model styles and custom portfolios tailored to client risk profiles.

ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Wealth management Retirement income strategy Executive Founder/Business Owner
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