Patrick Marcell has been Owner and CCO of Elite Wealth Management since October 2024, is a control person of the firm and directly owns under 5% of it.
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.
Patrick L. Marcell is Chief Executive Officer of Elite Retirement Group. He has been with the firm since 2002 and appears on the "Retirement Solutions" radio show on WSAU. He passed the Series 65 securities exam and holds a life and health insurance license in Wisconsin.
Patrick Marcell’s longest registration was 13 years at Brookstone Capital Management LLC (2008–2021). Before joining Elite Wealth Management in 2025, Patrick Marcell was registered through Elite Retirement Group and Brookstone Capital Management LLC.
- – present · 1 yearPlover, WI · Adviser representative · Firm CRD 333159
- Elite Retirement Group– · 4 yearsPlover, WI · Adviser representative · Firm CRD 312178
- Brookstone Capital Management LLC– · 13 yearsKronenwetter, WI · Adviser representative · Firm CRD 141413
- Glisczynski & Associates, Inc.– · under a yearPlover, WI · Adviser representative · Firm CRD 145459
Professional designations
Listed by Elite Wealth Management
- CLTC®
- RICP®
Investment adviser representative registrations
Patrick Marcell is registered as an investment adviser representative in Wisconsin, since February 2025.
- WisconsinSince 24 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Lee Marcell
- CRD
- 4438834
- Firm
- Elite Wealth Management · CRD 333159
- Role
- Owner and CCO
- Office
- 2331 POST ROAD, Plover, WI 54467
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eliteretirementgroup.com
Where does Patrick Marcell work?
Patrick Marcell has been Owner and CCO of Elite Wealth Management, Inc. since October 2024, and is a control person of the firm.
Is Patrick Marcell a financial advisor?
Yes. Patrick Marcell has a current investment-adviser registration in Wisconsin, through Elite Wealth Management since February 2025.
How many years of experience does Patrick Marcell have?
Patrick Marcell has 18 years in the financial industry, since January 2008, across 4 adviser firms.
What exams has Patrick Marcell passed?
Patrick Marcell has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in September 2001.
Where did Patrick Marcell work before Elite Wealth Management?
Before Elite Wealth Management, Patrick Marcell was registered through Brookstone Capital Management LLC, February 2008 to April 2021; Glisczynski & Associates, Inc., January 2008 to August 2008.
Where is Patrick Marcell based?
Patrick Marcell’s registered office is in Plover, WI.
Is Patrick Marcell registered with FINRA?
No. Patrick Marcell has no current broker registration.
How can I verify Patrick Marcell’s record?
Search CRD 4438834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Marcell’s full registration record.