John Levi, financial advisor Hudson WI

John Levi

CRD Number: 2432328
Current Firm: Landmark Wealth Management Group

John Levi (CRD# 2432328) is an Investment Advisor Representative working at Landmark Wealth Management Group in Hudson, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Landmark Wealth Management Group Lake Elmo, MN Aug 2022 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Feb 2021 - Current 3
Thrivent Advisor Network, LLC Hudson, WI Feb 2021 - Aug 2022 1
Thrivent Advisor Network, LLC Hudson, WI Nov 2020 - Feb 2021 < 1
Thrivent Investment Management Inc. Hudson, WI Jul 2002 - Nov 2020 18
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Nov 2020 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for John T. Levi
Phone Number: (800) 251-9932
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    824
    MILLIONS
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $283,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI

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