Elite Retirement Group

Elite Retirement Group (CRD# 312178) is a financial advisory firm headquartered in Plover, WI. They manage $115,166,667 in 1,449 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1320 Okray Ave., Plover, WI 54467
https://www.facebook.com/eliteretirementgroup
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    1,449
    ACCOUNTS
  • Average Account Value
    $79,480
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Elite Retirement Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael Marcell, financial advisor Plover WI
Michael W. Marcell
CRD#: 6535131
1320 Okray Ave., Plover, WI 54467

Michael Marcell (CRD# 6535131) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 8 years of experience in the finance industry.

2
Patrick Marcell, financial advisor Plover WI
Patrick L. Marcell
CRD#: 4438834
1320 Okray Ave., Plover, WI 54467

Patrick Marcell (CRD# 4438834) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 22 years of experience in the finance industry.

3
Victor Kizewski, financial advisor Plover WI
Victor R. Kizewski
CRD#: 7285607
1320 Okray Ave., Plover, WI 54467

Victor Kizewski (CRD# 7285607) is an Investment Advisor Representative working at Elite Retirement Group in Plover, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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