Michael T. Leverty
LEVERTY FINANCIAL GROUP | CEO | Founder
Hudson, WI 54016
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CRD#: 4518320
Professional summary
Michael Thomas Leverty, ChFC®, CLU®, who also goes by Michael T Leverty, is a registered financial advisor currently at LEVERTY FINANCIAL GROUP, LLC located in Hudson, Wisconsin.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
What are your service offerings?
Institutional consulting
Philanthropic services
Financial planning
Trust & estate planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Michael T Leverty
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 9/2020 LFG RISK SERVICES, LLC; AFFILIATED INSURANCE AGENCY; CO-OWNER; INVESTMENT RELATED; (06/2002 INDEPENDENT LICENSED INSURANCE AGENT); LIFE, ACC & HEALTH, VA, CLI 2) MLME HOLDINGS LLC; INVESTMENT RELATED - REAL ESTATE; 100% OWNER LLC - HOLDS OFFICE BUILDING THAT HOUSES RBO; 0 HRS/MO 3) 01/2023 FOREST AND REC; MEMBER; FOREST PRESERVATION AND RECREATIONAL USE; NOT INVESTMENT RELATED; HOURS PER MONTH: 20, HOURS DURING SECURITIES TRADING HOURS: 10; MANAGE FOREST LAND AND COORDINATE LEASES. 4) 01/2020 LEVERTY TRADITIONAL TREES; ASSOCIATE; NON INVESTMENT RELATED; 218 142nd Houlton, WI 54016; 160 HOURS DURING 4 WEEKS PERIOD IN THE FALL ANNUALLY; FARM OPERATIONS 5) 01/2021 LTLM LLC; OWNER; 201 2ND ST. S. HUDSON WI 54016; NON INVEST REL; EAL ESTATE HOLDING COMPANY; 0 HOURS SPENT ON BUSS; OWNER OF REAL ESTATE 6) 01/2024 LFG TAX, LLC; CO-OWNER; 201 2ND STREET SOUTH, HUDSON, WI 54016; NON-INVESTMENT RELATED; TAX SERVICES; TAX PREPARATION AND FILINGS; 1 HOUR/MONTH; 0 HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Thomas Leverty's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 16, 2020 - Present
LEVERTY FINANCIAL GROUP, LLC
Office #1: 201 2nd Street South, Hudson, WI 54016RIA
CRD#: 310258
Hudson, WI
Past
May 11, 2006 - September 16, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
HUDSON, WI
Past
June 4, 2002 - September 16, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
HUDSON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LEVERTY FINANCIAL GROUP, LLC
AXELHELM CAPITAL MANAGEMENT | LEVERTY FINANCIAL GROUP, LLC | KEENE WEALTH MANAGEMENT | AXELHELM CAPITAL MANAGEMENT, LLC
CRD#: 310258 / SEC#: 801-119342
RIA
Registered Investment Advisory firm - (8/27/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/26/2025)
IAR
Wisconsin(9/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
LF
LEVERTY FINANCIAL GROUP, LLC
AXELHELM CAPITAL MANAGEMENT | LEVERTY FINANCIAL GROUP, LLC | KEENE WEALTH MANAGEMENT | AXELHELM CAPITAL MANAGEMENT, LLC
CRD#: 310258 / SEC#: 801-119342
RIA
Registered Investment Advisory firm - (8/27/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 2nd Street South, Hudson, WI 54016
Mailing Address
Phone number
(715) 377-2080
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,397 |
| AUM (Assets Under Management) | $ 567,398,554 |
Red Flags
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Company Information
LEVERTY FINANCIAL GROUP, LLC
CEO | FounderCRD#: 310258Hudson, WI 54016TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
