Advisor at Chicago Capital Management Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Stevens Point, WI
Credentials
Series 63, Series 65
Industry experience
9 years
Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Avellino Financial Advisors, Inc., and Forest Securities, Inc. Outside of advisory work, he is involved in an insurance agency specializing in life, health, and annuity sales. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, serving over 500 client relationships. The firm applies a bottoms-up fundamental screening process and offers multiple model styles and custom portfolios tailored to client risk profiles.
Based on Chicago Capital Management Advisors, LLC
Based on Chicago Capital Management Advisors, LLC
$100,000 - $249,999: 2.25% Maximum Fee (Equity and Asset Allocation Accounts) $250,000 - $499,999: 2.00% Maximum Fee (Equity and Asset Allocation Accounts) $500,000 - $999,999: 1.75% Maximum Fee (Equity and Asset Allocation Accounts) $1,000,000 - $2,499,999: 1.50% Maximum Fee (Equity and Asset Allocation Accounts) $2,500,000 - $4,999,999: 1.25% Maximum Fee (Equity and Asset Allocation Accounts) $5,000,000+: 1.00% Maximum Fee (Equity and Asset Allocation Accounts) $100,000 - $249,999: 1.25% Maximum Fee (Fixed Income Accounts) $250,000 - $999,999: 1.00% Maximum Fee (Fixed Income Accounts) $1,000,000 - $4,999,999: 0.75% Maximum Fee (Fixed Income Accounts) $5,000,000+: 0.50% Maximum Fee (Fixed Income Accounts)
$200 to $500 per hour based on complexity for comprehensive financial planning
Account minimum: $50,000 for equity or asset allocation accounts; $100,000 for fixed income accounts Fee-only: Hourly fee ranging from $200 to $500 based on complexity for comprehensive financial planning
Stevens Point, WI
Florida · Illinois · Wisconsin
American Trust Investment Services, Inc.
2019 - 2019 (1 year)
Amaaximmo Real Estate
2019 - 2022 (3 years)
Avellino Financial Advisors, Inc.
2018 - 2019 (1 year)
AB Pfiffner Chain Vacations
2017 - Present (9 years)
Forest Securities, Inc.
2017 - 2019 (2 years)
Regulus Advisers, LLC
2017 - 2017 (1 year)
Alliance Insurance, Inc.
2016 - 2019 (3 years)
Pfiffner & Assoc,LLC d/b/a Benjamin Pfiffner Insurance Agency
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wisconsin Rapids, WI
Sullivan Investment Management LLC
Joel Sullivan is a financial advisor at Sullivan Investment Management LLC with 22 years of industry experience. He has been with Sullivan Investment Management since 2017 and previously worked at Buena Vista Investment Management for 14 years. He holds Series 63 and Series 65 licenses. Sullivan Investment Management serves individual and institutional investors, including high-net-worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers discretionary portfolio management using a combination of internal fundamental research, technical analysis, and third-party research, with investment strategies spanning equity, balanced, and fixed-income mandates.
Series 63, Series 66
Wisconsin Rapids, WI
Buena Vista Investment Management LLC
Todd Cour is a financial advisor with Buena Vista Investment Management LLC in Wisconsin Rapids, WI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at Regal Investment Advisors LLC for four years and operated Cour Financial for 13 years. Outside of advisory services, he is involved in life insurance and annuity sales. Buena Vista Investment Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and charitable institutions. The firm builds customized portfolios combining diversified mutual funds, ETFs, individual equities, and fixed-income securities, and employs discretionary portfolio management with periodic reviews and reporting.
Series 63, Series 65
Plover, WI
Elite Wealth Management, Inc.
Patrick Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Brookstone Capital Management and Glišczynski & Associates. He is the owner of Elite Retirement Med, LLC, which provides access to Anovia medical services. Elite Wealth Management advises individuals, retirement plans, foundations, and small businesses, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis and serves a large client base with a variety of investment strategies and education services.
Series 66
Plover, WI
Elite Wealth Management, Inc.
Matthew Daniels is a financial advisor at Elite Wealth Management, Inc. in Plover, WI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Elite Retirement Group, Inc. and Principal Securities Inc., as well as eight years with Miron Construction. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections while acting as an ERISA fiduciary for plan clients.
Series 65
Plover, WI
Elite Wealth Management, Inc.
Michael Marcell is a financial advisor with Elite Wealth Management, Inc. in Plover, WI, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Elite Retirement Group, Brookstone Capital Management, and MWM Financial Planning Services, LLC. He is also involved in insurance sales. Elite Wealth Management serves individuals, including high-net-worth clients, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis, offering a variety of model portfolios and structured-note selections alongside tax-sensitive strategies.
Series 65
Plover, WI
Elite Wealth Management, Inc.
Victor Kizewski is a financial advisor at Elite Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Elite Retirement Group, Brookstone Capital Management, and North Dakota State University. In addition to his advisory role, he is a licensed life and health insurance agent, recommending insurance and annuities as appropriate. Elite Wealth Management serves individuals, retirement plans, foundations, and small businesses by providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to offer a range of model portfolios and maintains an ERISA fiduciary role for plan clients.
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