A complete list of active advisors currently associated with Elite Wealth Partners, LLC

Warmer can help you find a great advisor at Elite Wealth Partners, LLC or one who fits your needs even better.

The firm provides investment advisory and written financial planning and consulting services to individuals, high‑net‑worth clients and business clients, including portfolio management through third‑party sub‑advisors, modular and full financial plans, insurance reviews, and educational workshops. It reports managing about $9.6 million in client assets for roughly 50 clients and offers implementation assistance when clients elect to act on recommendations. The firm typically places client assets into model portfolios managed by unaffiliated sub‑advisors selected through advisory platforms and structures client engagements around a ten‑step personalized financial health checklist that covers investment reviews, life and long‑term care insurance, Social Security timing, lifetime income planning, and estate considerations. Accounts are generally managed on a non‑discretionary basis, meaning the adviser seeks client approval before effecting trades and allows clients to impose investment restrictions. Noteworthy distinctions include that the firm’s principal is also licensed to sell insurance and may recommend and implement life, disability, annuities and other insurance products in a separate capacity, a practice the brochure discloses can create conflicts of interest because commissions may offset advisory fees. The firm also offers public and employer workshops, receives portions of fees from recommended sub‑advisors and product sponsors, and has disclosed a contested administrative cease‑and‑desist order alleging unregistered securities activity related to an affiliated fund, which the firm and its principal dispute.

To learn more about the advisors currently working at Elite Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cory Dawkins	Johnston, IA	14

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