Matthew Daniels is a registered investment advisor at Elite Wealth Management, INC., based in Plover, WI, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 983 clients with $150M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Comprehensive financial plan - $500, may be negotiable depending on the client's circumstances.
- Up to two planning sessions per year - $250 annually.
Location
2331 Post Road, Plover, WI, 54467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Elite Wealth Management, INC.
Previous Registrations
Elite Retirement Group
Principal Securities, INC.
Principal Securities, INC.Broker
Principal Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.