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Michael William Marcell

Advisor at Elite Wealth Management, Inc. — Plover, WI

Updated today

Credentials

Series 65

Experience

11 years

Location

Plover, WI 54467

Elite Wealth Management, Inc. logo

Elite Wealth Management, Inc.

Supported

Total advisors

4

Clients per advisor

218 Very High

Avg AUM per client

$185,330 Very Low

HNW client ratio

4% Very Low

About

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.

Client services

Based on Elite Wealth Management, Inc.

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Elite Wealth Management, Inc.

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Elite Wealth Management, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fee of $500 (may be negotiable)

Percentage

$0 - $500,000: 1.5% $500,001 - $1,000,000: 1% $1,000,001+: 0.5%

Commissions

Additional compensation from sales of insurance products by IARs

Other

Minimum fee: Financial planning fixed fee of $500 (may be negotiable) Fee-only: Financial planning fixed fee $500, $250 annually for up to two planning sessions per year

Location

Plover, WI

2331 Post Road

Plover WI 54467

Advisors at this office

4

Most active in

Wisconsin

Work history

11 years of industry experience

Elite Wealth Management

2025 - Present • 1 year

Plover, WI

Elite Retirement Group

2020 - 2025 • 5 years

Plover, WI

Brookstone Capital Management

2015 - 2021 • 6 years

Wheaton, IL

MWM Financial Planning Services, LLC

2014 - Present • 12 years

Ringle, WI

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 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.

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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Austin S

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.

General retirement planning Income planning General tax planning Active portfolio management Founder/Business Owner
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Victor K

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.

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

Chicago Capital Management Advisors, LLC

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at American Trust Investment Services, Avellino Financial Advisors, and Forest Securities. Outside of advisory services, he is involved with AB Pfiffner Chain Vacations, a business he has operated since 2017. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies that incorporate derivatives for hedging and income, and also manages held-away assets for clients.

Tax strategies for small businesses ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner
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