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
41 years
Location
Stevens Point, WI 54482
Harbour Investments, Inc.
Multi-team
Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.
Based on Harbour Investments, Inc.
Flat fees generally range between $200 to $2,500 depending on the scope of the plan, negotiable.
$0 - $5,000: No advisory fee assessed $5,000+: Negotiable, up to a maximum of 2.0% annually
Commission-based products are offered; fees on AUM may be waived for agreed periods after commission sales.
Hourly consultation fees generally range from $50 to $300 per hour, negotiable.
Harbour Traded Model Platform charges a 0.15% platform fee plus Advisor’s Fee up to 2.0%, with possible additional transaction fees.
Minimum fee: Accounts with values under $5,000 at Pershing Advisor Solutions and/or Charles Schwab do not pay advisory fees. Service fees may be higher for accounts under $25,000. Fee-only: Negotiable hourly fees generally range from $50 to $300 per hour; flat fees generally range from $200 to $2,500 depending on the scope of the plan.
Stevens Point, WI
5424 Hwy 10 East, Suite J
Stevens Point WI 54482
Advisors at this office
2
Wisconsin
41 years of industry experience
Practical Retirement Planning
2020 - Present • 6 years
Stevens Point, WI
Harbour Investments, Inc.
1992 - Present • 34 years
Madison, WI
Planning Concepts, Inc.
1992 - 2020 • 28 years
Stevens Point, WI
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
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 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.
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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