Michael William Marcell

Employer firm

Elite Wealth Management, Inc. CRD 333159

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2021-01-14 → 2025-12-31
  Elite Retirement Group
  Plover, WI
  Kronenwetter, WI
• 2015-07-27 → 2021-04-15
  Brookstone Capital Management Llc
  Kronenwetter, WI
  Wheaton, IL
  Plover, WI

Other Businesses

INSURANCE SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-14

Other Names

• Michael Marcell