# LEVERTY FINANCIAL GROUP, LLC

LEVERTY FINANCIAL GROUP, LLC of HUDSON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 310258
- Type: SEC-registered investment adviser
- SEC file number: 801-119342
- Location: 201 2ND STREET SOUTH, HUDSON, WI, 54016
- Phone: 715-377-2080
- Latest filing: 2026-01-22
- Regulatory AUM: $676.8M
- Discretionary AUM: $669.9M
- Non-discretionary AUM: $6.9M
- Clients: 8
- Accounts: 2,365

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310258/similar
- Related entities: https://search.stillhousedata.com/firm/310258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310258

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.