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Michael William 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 2025-02-26
  • WI RA
    APPROVED
    Since 2025-02-26

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
Mwm Financial Planning Services, Llc Ringle WI 03/2014 Present
Brookstone Capital Management Wheaton IL 07/2015 04/2021
Elite Retirement Group Plover WI 08/2020 01/2025
Elite Wealth Management Plover WI 01/2025 Present
  • 03/2014 → Present
    Mwm Financial Planning Services, Llc
    Ringle, WI
  • 07/2015 → 04/2021
    Brookstone Capital Management
    Wheaton, IL
  • 08/2020 → 01/2025
    Elite Retirement Group
    Plover, WI
  • 01/2025 → Present
    Elite Wealth Management
    Plover, WI
Previous Registrations
Other Businesses

INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-14
  • S65 Uniform Investment Adviser Law Examination
    2015-07-14
Other Names
  • Michael Marcell

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
ELITE RETIREMENT GROUP
PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

Nichole G Matowitz
Andrew John Wolf
Jeffrey J. Hohn
Jay Allen Wolf
PATRICK LEE MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels
ALAN WAYNE SCHROEDER

Other Offices

EDWARD JONES · PLOVER, WI
AMERIPRISE FINANCIAL SERVICES, LLC · PLOVER, WI
ELITE RETIREMENT GROUP · PLOVER, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Plover, WI
PRINCIPAL SECURITIES, INC. · STEVENS POINT, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Stevens Point, WI
EDWARD JONES · Stevens Point, WI
EQUITABLE ADVISORS, LLC · STEVENS POINT, WI

More in Plover, WI

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