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Luke Edward Keene

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin
Clean recordLEVERTY FINANCIAL GROUP, LLC
201 2ND STREET SOUTH, HUDSON, WI 54016CRD# 5366528Firm CRD# 310258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luke Edward Keene · HUDSON, WI
Registration
CRD #5366528 · LEVERTY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Luke Edward Keene 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
Introduction

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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# 5366528
Firm CRD# 310258
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luke Edward Keene offer?
Luke Edward Keene specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Wisconsin for a consultation.
What are Luke Edward Keene's credentials?
Luke Edward Keene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Edward Keene located?
Luke Edward Keene 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 Luke Edward Keene charge for services?
Luke Edward Keene'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 at LEVERTY FINANCIAL GROUP, LLC

Holly Kathleen Pizzi
HUDSON, WI
Joshua Quentin Hawkins
HUDSON, WI
Abby Lynn Meyers
HUDSON, WI
Michael Thomas Leverty
HUDSON, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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City Guides
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Research
Advisor Fees in WisconsinNational Fee Analysis
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