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Holly Kathleen Pizzi

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin
Unclaimed Profile
201 2ND STREET SOUTH, HUDSON, WI 54016CRD# 7081488Firm CRD# 310258
01

About

Holly Kathleen Pizzi is a registered financial advisor based in HUDSON, Wisconsin, affiliated with LEVERTY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEVERTY FINANCIAL GROUP, LLC
LEVERTY FINANCIAL GROUP, LLC
AUM
$481M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LEVERTY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7081488
Firm CRD# 310258
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Holly Kathleen Pizzi offer?
Holly Kathleen Pizzi specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Wisconsin for a consultation.
What are Holly Kathleen Pizzi's credentials?
Holly Kathleen Pizzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Kathleen Pizzi located?
Holly Kathleen Pizzi is based in HUDSON, Wisconsin, working with LEVERTY FINANCIAL GROUP, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does Holly Kathleen Pizzi charge for services?
Holly Kathleen Pizzi'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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Other advisors in HUDSON
Abby Lynn Meyers — LEVERTY FINANCIAL GROUP, LLCLuke Edward Keene — LEVERTY FINANCIAL GROUP, LLCMichael Thomas Leverty — LEVERTY FINANCIAL GROUP, LLCJoshua Quentin Hawkins — LEVERTY FINANCIAL GROUP, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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