Advisor at Equitable Advisors
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.
Location
Stevens Point, WI 54481
Credentials
Series 63, Series 65
Industry experience
34 years
Timothy Roman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, Roman serves as the head pitching coach at Stevens Point Area Senior High School and is a committee member of the Community Parks Improvement Committee of Portage. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
100 Bremmer St
Stevens Point, WI 54481
Wisconsin
Equitable Advisors
2000 - Present (26 years)
AXA Advisors, LLC
2000 - 2020 (20 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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
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 financial advisor at Elite Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory role, he is a licensed life and health insurance agent, recommending insurance and annuities as appropriate. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to offer a range of model portfolios and maintains an ERISA fiduciary role for plan clients.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
