Unclaimed Profile

Abby Lynn Meyers

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin

SIE, Series 6, Series 7, Series 9, Series 10, Series 26, Series 63, Series 66ChFCClean record15 years registeredLEVERTY FINANCIAL GROUP, LLC

201 2ND STREET SOUTH, HUDSON, WI 54016CRD# 5536669Firm CRD# 310258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abby Lynn Meyers · HUDSON, WI

Registration

CRD #5536669 · LEVERTY FINANCIAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEVERTY FINANCIAL GROUP, LLC

LEVERTY FINANCIAL GROUP, LLC

Sep 2020 – Feb 2021

HUDSON, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Aug 2010 – Sep 2020

HUDSON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 26

Series 63

Series 66

Registration record

First registered · August 30, 2010

Years registered · 15

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVERTY FINANCIAL GROUP, LLC

CRD 310258 · SEC 801-119342

AUM

$481M

Regulatory assets under management

Employees

2,139 client accounts

Services offered by LEVERTY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEVERTY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Abby Lynn Meyers offer?

Abby Lynn Meyers specializes in Financial Planning, Investment Management.

What are Abby Lynn Meyers's credentials?

Abby Lynn Meyers holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Abby Lynn Meyers located?

Abby Lynn Meyers is based in HUDSON, Wisconsin, last registered with LEVERTY FINANCIAL GROUP, LLC.

How does Abby Lynn Meyers charge for services?

Abby Lynn Meyers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEVERTY FINANCIAL GROUP, LLC?

LEVERTY FINANCIAL GROUP, LLC has approximately 8 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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