Michael Marcell, financial advisor Plover WI

Michael Marcell

CRD Number: 6535131
Current Firm: Elite Retirement Group

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.

Similar Advisors
Justin Anderson, financial advisor Plover WI
Justin J. Anderson
CRD# 6862114
Thrivent Investment Management Inc.
Similar Advisors
Kay Anderson, financial advisor Plover WI
Kay A. Anderson
CRD# 2315435
Thrivent Investment Management Inc.
Similar Advisors
Kim Angell, financial advisor Plover WI
Kim R. Angell
CRD# 4290200
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Elite Retirement Group Plover, WI Aug 2020 - Current 3
Brookstone Capital Management Wheaton, IL Jul 2015 - Current 8
Mwm Financial Planning Services, LLC Ringle, WI Mar 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Michael W. Marcell
Phone Number: 715-341-8899
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • 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

WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.