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
CFP®, ChFC®, Series 63
Experience Industry experience
55 years
Location
Stevens Point, WI
OSAIC
Institution
Lee Courtright is a financial advisor with Osaic Wealth, Inc., holding the CFP® and ChFC® designations and over 55 years of industry experience. His prior experience includes roles at Securities America Advisors and Cetera Advisors. Courtright is the owner and manager of Golden Sands Financial LLC, where he provides financial planning and advice on fixed life and annuity products, long-term care insurance, and funeral trust funding. Osaic Wealth, Inc. serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through an extensive network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction and access to third-party money managers and wrap programs.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Stevens Point, WI
Stevens Point WI
Advisors at this office
1
Wisconsin
55 years of industry experience
OSAIC
2024 - Present • 2 years
Stevens Point, WI
OSAIC
2024 - Present • 2 years
Stevens Point, WI
Securities America Advisors
2016 - 2024 • 8 years
Stevens Point, WI
SECURITIES AMERICA, inc.
2016 - 2024 • 8 years
Stevens Point, WI
Cetera ADVISORS LLC
2013 - 2016 • 3 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
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
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.
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