LEVERTY FINANCIAL GROUP, LLC

HUDSON, Wisconsin·5 registered advisors·CRD# 310258
SEC# 801-1193421715-377-2080
01

Firm Overview

AUM
$481M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEVERTY FINANCIAL GROUP, LLC

5 registered advisors
Abby Lynn Meyers
HUDSON, Wisconsin
Holly Kathleen Pizzi
HUDSON, Wisconsin
Joshua Quentin Hawkins
HUDSON, Wisconsin
Luke Edward Keene
HUDSON, Wisconsin
Michael Thomas Leverty
HUDSON, Wisconsin
05

Office Locations

HUDSON, Wisconsin
5 advisors

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Data sourced from SEC Form ADV filings. LEVERTY FINANCIAL GROUP, LLC (CRD# 310258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.