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Matthew Theodore Daniels

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
Principal Life Insurance Company Wauwatosa WI 03/2022 09/2023
Principal Securities Inc Wauwatosa WI 03/2022 09/2023
Miron Construction Neenah WI 12/2014 03/2022
Elite Retirement Group, Inc. Plover WI 09/2023 02/2025
Elite Wealth Management, Inc. Plover WI 02/2025 Present
  • 03/2022 → 09/2023
    Principal Life Insurance Company
    Wauwatosa, WI
  • 03/2022 → 09/2023
    Principal Securities Inc
    Wauwatosa, WI
  • 12/2014 → 03/2022
    Miron Construction
    Neenah, WI
  • 09/2023 → 02/2025
    Elite Retirement Group, Inc.
    Plover, WI
  • 02/2025 → Present
    Elite Wealth Management, Inc.
    Plover, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
  • S66 Uniform Combined State Law Examination
    2023-07-01

View on SEC IAPD

Other Firms

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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
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
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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