AdvisorOS Directory
Claim Profile
Unclaimed Profile
ML

Michael Thomas Leverty

LEVERTY FINANCIAL GROUP, LLC·HUDSON, Wisconsin
SIE, Series 6, Series 7, Series 26, Series 63, Series 66ChFCClean record20 years registeredLEVERTY FINANCIAL GROUP, LLC
201 2ND STREET SOUTH, HUDSON, WI 54016CRD# 4518320Firm CRD# 310258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Leverty · HUDSON, WI
Registration
CRD #4518320 · LEVERTY FINANCIAL GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

LEVERTY FINANCIAL GROUP, LLC
Sep 2020 – present
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
May 2006 – Sep 2020
HUDSON, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Series 66
Registration record
First registered · May 11, 2006
Years registered · 20
Professional designation · 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 →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HUDSON?

Browse all registered financial advisors in HUDSON, Wisconsin or claim this profile if it's yours.

Browse HUDSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Thomas Leverty offer?
Michael Thomas Leverty specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Wisconsin for a consultation.
What are Michael Thomas Leverty's credentials?
Michael Thomas Leverty holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Thomas Leverty located?
Michael Thomas Leverty 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 Michael Thomas Leverty charge for services?
Michael Thomas Leverty'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LEVERTY FINANCIAL GROUP, LLC

Joshua Quentin Hawkins
HUDSON, WI
CFPChFC
Abby Lynn Meyers
HUDSON, WI
ChFC
Luke Edward Keene
HUDSON, WI
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile