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2331 Post Road, Plover, WI 54467 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 08/2020 | 04/2021 |
| S.C. Swiderski Llc | Mosinee | WI | 05/2019 | 08/2019 |
| North Dakota State University | Fargo | ND | 09/2019 | 07/2020 |
| North Dakota State University | Fargo | ND | 01/2016 | 04/2019 |
| Elite Retirement Group | Plover | WI | 01/2021 | 02/2025 |
| Elite Wealth Management, Inc. | Plover | WI | 02/2025 | Present |
Life and Health Insurance Agent through Advisors Excel, It can be investment related depending on client needs, Advisors Excel headquarters is2950 SW McClure Rd, Topeka, KS 66614, I complete work through Glisczynski & Associates located at1320 Okray Ave, Plover, WI 54467. Nature of the business includes selling life insurance along with annuities. My position and title is as an agent. My start date was July 22nd. My duties include recommending life insurance and annuities when I see fit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-15 |
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