Matthew Daniels has been an investment adviser representative at Elite Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners. Matthew Daniels holds a Bachelor's degree in business administration from St. Norbert College.
Elite Wealth Management, Inc. is a Plover, WI firm with $161M under management, 871 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Matthew Daniels is an Investment Advisor Representative and ACA Specialist of Elite Retirement Group. Before entering the financial industry, he worked as a Project Executive for a Construction Management company, then moved to the firm's team. He passed the Series 7 and Series 66 securities exams and holds a Life and Health Insurance License in Wisconsin.
Matthew Daniels’ longest registration was 2 years at Elite Retirement Group (2023–2025). Before joining Elite Wealth Management in 2025, Matthew Daniels was registered through Elite Retirement Group and Principal Securities, Inc.
- – present · 1 yearPlover, WI · Adviser representative · Firm CRD 333159
- Elite Retirement Group– · 2 yearsPlover, WI · Adviser representative · Firm CRD 312178
- Principal Securities, Inc.– · under a yearWauwatosa, WI · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Matthew Daniels is registered as an investment adviser representative in Wisconsin, since February 2025.
- WisconsinSince 26 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 July 2023 |
| Series 7TO | General Securities Representative Examination | 20 August 2022 |
| SIE | Securities Industry Essentials Examination | 18 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Matthew Theodore Daniels
- CRD
- 7525176
- Firm
- Elite Wealth Management · CRD 333159
- Office
- 2331 POST ROAD, Plover, WI 54467
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eliteretirementgroup.com
Where does Matthew Daniels work?
Matthew Daniels is an investment adviser representative registered through Elite Wealth Management, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Daniels a financial advisor?
Yes. Matthew Daniels has a current investment-adviser registration in Wisconsin, through Elite Wealth Management since February 2025.
How many years of experience does Matthew Daniels have?
Matthew Daniels has 3 years in the financial industry, since January 2023, across 3 adviser firms.
What exams has Matthew Daniels passed?
Matthew Daniels has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2022.
Where did Matthew Daniels work before Elite Wealth Management?
Before Elite Wealth Management, Matthew Daniels was registered through Principal Securities, Inc., July 2023 to September 2023.
Where is Matthew Daniels based?
Matthew Daniels’ registered office is in Plover, WI.
Is Matthew Daniels registered with FINRA?
No. Matthew Daniels has no current broker registration.
How can I verify Matthew Daniels’ record?
Search CRD 7525176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Daniels’ full registration record.
