Leverty Financial Group
Our team of professionals provide a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. With an office in Hudson, Wisconsin, Leverty Financial Group serves clients nationwide. Our client-centered approach yields long-term relationships built on trust, confidentiality and integrity. By understanding that our clients lead busy lives, we’ve developed a personalized wealth management process that streamlines their financial decision-making and brings clarity, purpose and confidence to their planning for the future. https://levertyfinancial.com/disclosures-linkedin/
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Verified contacts
9
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
18
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- MN
Michael Nelson
Director of Investment Operations · Operations
EmailPhone - HP
Holly Pizzi
Chief Compliance Officer Director of Human Resources Director of Risk Services · General Business & Management
EmailPhone - ML
Michael Leverty
CEO and Founder · Other
EmailPhone - MN
Michael Nelson
Director of Investment Operations · Operations
EmailPhone - MG
Matt Gendreau
Financial Planning Associate · Finance & Accounting
EmailPhone - SB
Seth Blum
Advisor · Finance & Accounting
EmailPhone - HP
Holly Pizzi
Chief Compliance Officer Director of Human Resources Director of Risk Services · General Business & Management
EmailPhone - JH
Josh Hawkins
Partner · General Business & Management
EmailPhone
Showing 8 of 9 verified contacts
Top roles at Leverty Financial Group
6 distinct titles indexed · top 6 shown.
- 2advisor
- 2chief compliance officer director of human resources director of risk services
- 2director of investment operations
- 1ceo and founder
- 1financial planning associate
- 1partner
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