Patrick L. Marcell

ELITE RETIREMENT GROUP

Plover, WI 54467

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CRD#: 4438834

Professional summary

Patrick Lee Marcell is a registered financial advisor currently at ELITE RETIREMENT GROUP located in Plover, Wisconsin and ELITE WEALTH MANAGEMENT, INC. located in Plover, Wisconsin.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patrick has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AGENT OF GLISCZYNSKI & ASSOCIATES. NON-INVESTMENT RELATED. SALES OF LIFE/HEALTH INSURANCE AND ANNUITIES. 1320 OKRAY AVE PLOVER, WI 54467 OPERATING UNDER THE DBA PLM INVESTMENT ADVISOR SERVICES, LLC. Owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. This entity was started in April of 2022 and is located at 1320 OKRAY AVE, PLOVER, WI 54467. He normally does not spend any time in this activity and is not compensated from this entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Lee Marcell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2021 - Present

ELITE RETIREMENT GROUP

Office #1: 1320 Okray Ave., Plover, WI 54467

RIA

CRD#: 312178

Plover, WI

Current

February 24, 2025 - Present

ELITE WEALTH MANAGEMENT, INC.

Office #1: 2331 Post Road, Plover, WI 54467

RIA

CRD#: 333159

PLOVER, WI

Past

February 11, 2008 - April 15, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

KRONENWETTER, WI

Past

January 2, 2008 - August 20, 2008

GLISCZYNSKI & ASSOCIATES, INC.

RIA

CRD#: 145459

PLOVER, WI

Past

January 16, 2007 - December 7, 2007

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

PLOVER, WI

Past

June 23, 2003 - December 31, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

PLOVER, WI

Past

October 1, 2001 - July 21, 2003

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELITE RETIREMENT GROUP

ELITE RETIREMENT GROUP | ELITE RETIREMENT GROUP, INC.

CRD#: 312178 / SEC#: 801-129944

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Wisconsin

Registered Investment Advisory firm - (4/19/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(1/14/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/28/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ELITE RETIREMENT GROUP

ELITE RETIREMENT GROUP | ELITE RETIREMENT GROUP, INC.

CRD#: 312178 / SEC#: 801-129944

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Wisconsin

Registered Investment Advisory firm - (4/19/2024 Terminated)

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Contact information

Main Address

1320 Okray Ave., Plover, WI 54467

Mailing Address

Phone number

(715) 341-8899

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2AB (3/4/2025)

ADV PART 2- APPENDIX 1 (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,941
AUM (Assets Under Management)	$ 168,368,263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Patrick L. Marcell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Lee Marcell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELITE WEALTH MANAGEMENT, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

GLISCZYNSKI & ASSOCIATES, INC.

MADISON AVENUE SECURITIES, LLC

MML INVESTORS SERVICES, LLC

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

ELITE RETIREMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2004

Series 63

Date: 9/28/2001

Series 6

Date: 9/28/2001

Current Firm

ELITE RETIREMENT GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELITE RETIREMENT GROUP

TRUST BUT VERIFY

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