Michael Leverty (CRD# 4518320) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 21 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2773901
Edward Jones
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lfg Tax, LLC | Hudson, WI | Jan 2024 - Current | < 1 |
| Leverty Financial Group, LLC | Hudson, WI | Sep 2020 - Current | 3 |
| Lfg Risk Services, LLC | Hudson, WI | Sep 2020 - Current | 3 |
| Leverty & Associates LLC | Hudson, WI | Jan 2015 - Dec 2020 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2009 - Sep 2020 | 11 |
| Northwestern Mutual Investment Services, LLC | St. Paul, MN | May 2006 - Sep 2020 | 14 |
| Northwestern Mutual Investment Services, LLC | St. Paul, MN | Jun 2002 - Sep 2020 | 18 |
| The Northwestern Mutual Life Insurance Company | Milwaukee, MN | Feb 2002 - Sep 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- MN
- WI
-
Total Assets Under Management481MILLIONS
-
Total Number of Accounts2,139ACCOUNTS
-
Average Account Value$224,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MN, WI
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