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Patrick Lee Marcell

Elite Wealth Management, Inc.

Plover, WI

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Current Employers
Elite Wealth Management, Inc.

2331 Post Road, Plover, WI 54467 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-04
  • WI RA
    APPROVED
    Since 2025-03-04

Branch Locations

2331 Post Road, Plover, WI 54467 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Glisczynski & Associates Plover WI 11/2002 08/2020
Brookstone Capital Management Wheaton IL 02/2008 12/2020
Elite Retirement Group Plover WI 08/2020 Present
Elite Retirement Med, Llc Plover WI 04/2022 Present
Elite Wealth Management, Inc. Plover WI 10/2024 Present
  • 11/2002 → 08/2020
    Glisczynski & Associates
    Plover, WI
  • 02/2008 → 12/2020
    Brookstone Capital Management
    Wheaton, IL
  • 08/2020 → Present
    Plover, WI
  • 04/2022 → Present
    Elite Retirement Med, Llc
    Plover, WI
  • 10/2024 → Present
    Plover, WI
Previous Registrations
Other Businesses

AGENT OF GLISCZYNSKI & ASSOCIATES. NON-INVESTMENT RELATED. SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES. 1320 OKRAY AVE PLOVER, WI 54467 OPERATING UNDER THE DBA PLM INVESTMENT ADVISOR SERVICES, LLC. Owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. This entity was started in April of 2022 and is located at 1320 OKRAY AVE, PLOVER, WI 54467. He normally does not spend any time in this activity and is not compensated from this entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-27
S63 Uniform Securities Agent State Law Examination 2001-09-28
  • S65 Uniform Investment Adviser Law Examination
    2004-08-27
  • S63 Uniform Securities Agent State Law Examination
    2001-09-28

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