Advisor at Elite Wealth Management, Inc.
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.
Firm
Elite Wealth Management, Inc.
Location
Plover, WI 54467
Credentials
Series 66
Industry experience
3 years
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.
Based on Elite Wealth Management, Inc.
Based on Elite Wealth Management, Inc.
Financial planning fixed fee of $500 (may be negotiable)
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1% $1,000,001+: 0.5%
Additional compensation from sales of insurance products by IARs
Minimum fee: Financial planning fixed fee of $500 (may be negotiable) Fee-only: Financial planning fixed fee $500, $250 annually for up to two planning sessions per year
2331 Post Road
Plover, WI 54467
Wisconsin
Elite Wealth Management, Inc.
2025 - Present (1 year)
Elite Retirement Group, Inc.
2023 - 2025 (2 years)
Principal Securities Inc
2022 - 2023 (1 year)
Principal Life Insurance Company
2022 - 2023 (1 year)
Miron Construction
2014 - 2022 (8 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 63, Series 65
Stevens Point, WI
Whealthy Empowerment Network
Series 65
Stevens Point, WI
Evexia Wealth, LLC
Series 63, Series 65
Plover, WI
Elite Wealth Management, Inc.
CFP®, CFA®, Series 66
Stevens Point, WI
Evexia Wealth, LLC
Series 63, Series 65
Stevens Point, WI
Evexia Wealth, LLC
Series 65
Plover, WI
Elite Wealth Management, Inc.
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