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VK

Victor R. Kizewski

ELITE WEALTH MANAGEMENT
PLOVER, WI 54467
Some features on this profile are disabled
CRD#: 7285607
VK

Professional summary

Victor Ray Kizewski, who also goes by VIctor Kizewski, is a registered financial advisor currently at ELITE WEALTH MANAGEMENT, INC. located in Plover, Wisconsin.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Victor has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Victor Kizewski

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Ray Kizewski'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

February 26, 2025 - Present

ELITE WEALTH MANAGEMENT, INC.

Office #1: 2331 Post Road, Plover, WI 54467
RIA
CRD#: 333159
PLOVER, WI
Past

January 14, 2021 - December 31, 2025

ELITE RETIREMENT GROUP

RIA
CRD#: 312178
PLOVER, WI
Past

August 17, 2020 - April 15, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
Plover, WI

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".
EW
ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC.

CRD#: 333159 / SEC#: 801-131559

RIA
Registered Investment Advisory firm - (2/24/2025 Approved)

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
(2/26/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/2020
Uniform Investment Adviser Law Examination

Current Firm

EW
ELITE WEALTH MANAGEMENT, INC.
ELITE WEALTH MANAGEMENT, INC.

CRD#: 333159 / SEC#: 801-131559

RIA
Registered Investment Advisory firm - (2/24/2025 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2331 Post Road, Plover, WI 54467
Mailing Address
Phone number
(715) 341-8899
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (11/1/2024)
FORM ADV PART 2- APPENDIX 1 (11/1/2024)

Regulatory assets under management

Total Number of Accounts1,822
AUM (Assets Under Management)$ 153,359,949

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.

Company Information

ELITE WEALTH MANAGEMENT, INC.

CRD#: 333159Plover, WI 54467

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