Leverty Financial Group, LLC

Leverty Financial Group, LLC (CRD# 310258) is a financial advisory firm headquartered in Hudson, WI. They manage $481,255,784 in 2,139 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
201 2nd Street South, Hudson, WI 54016
https://www.linkedin.com/in/michael-leverty/
By the Numbers
  • Total Assets Under Management
    481
    MILLION
  • Total Number of Accounts
    2,139
    ACCOUNTS
  • Average Account Value
    $224,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MN, WI

Financial Advisors at Leverty Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joshua Hawkins, financial advisor Hudson WI
Joshua Q. Hawkins
CRD#: 5966798
201 2nd Street South, Hudson, WI 54016

Joshua Hawkins (CRD# 5966798) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 12 years of experience in the finance industry.

2
Luke Keene, financial advisor Hudson WI
Luke E. Keene
CRD#: 5366528
201 2nd Street South, Hudson, WI 54016

Luke Keene (CRD# 5366528) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 16 years of experience in the finance industry.

3
Michael Leverty, financial advisor Hudson WI
Michael T. Leverty
CRD#: 4518320
201 2nd Street South, Hudson, WI 54016

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.

4
Michael Nelson, financial advisor Hudson WI
Michael J. Nelson
CRD#: 6330256
201 2nd Street South, Hudson, WI 54016

Michael Nelson (CRD# 6330256) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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