LEVERTY FINANCIAL GROUP, LLC of HUDSON, WI is an SEC-registered investment adviser (CRD 310258). Regulatory assets under management: $676.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Thomas Leverty | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | — |
| Joshua Quentin Hawkins | CHIEF OPERATING OFFICER | — |
| Holly Kathleen Pizzi | CHIEF COMPLIANCE OFFICER | Hudson, WI |
| Kupfer Corey NMN | SOLE MEMBER | — |
| Hansen Alexander William | CHIEF COMPLIANCE OFFICER | — |
| MEYERS ABBY LYNN | CHIEF COMPLIANCE OFFICER/VP OF WEALTH MANAGEMENT SERVICES | — |
| KEENE LUKE EDWARD | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/EXECUTIVE VICE PRESIDENT | — |
| LEVERTY MICHAEL THOMAS | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | — |
| HAWKINS JOSHUA Q | CHIEF OPERATING OFFICER | — |
| HAWKINS JOSHUA QUENTIN | CHIEF OPERATING OFFICER | — |
| PIZZI HOLLY KATHLEEN | CHIEF COMPLIANCE OFFICER | — |