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Luke Edward Keene

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin
SIE, Series 6, Series 7, Series 63, Series 65CFPChFCClean record16 years registeredLEVERTY 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

LEVERTY FINANCIAL GROUP, LLC
Sep 2020 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Sep 2009 – Sep 2020
HUDSON, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · September 21, 2009
Years registered · 16
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEVERTY FINANCIAL GROUP, LLC
CRD 310258 · SEC 801-119342
AUM
$481M
Regulatory assets under management
Employees
8
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 →
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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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

Joshua Quentin Hawkins
HUDSON, WI
CFPChFC
Abby Lynn Meyers
HUDSON, WI
ChFC
Michael Thomas Leverty
HUDSON, WI
ChFC

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Research
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