← Back to searchVisit website
LEVERTY FINANCIAL GROUP, LLC
CRD 310258 · SEC 801-119342
201 2ND STREET SOUTH, HUDSON, WI, 54016, United States
Phone
715-377-2080
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$676.8M
Discretionary AUM
$669.9M
Team
8 total employees; 6 advisory reps; 18 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 392 | $131.7M |
| High net worth individuals | 263 | $539.1M |
| Pension/profit sharing plans | 1 | $631K |
| Charitable organizations | 3 | $3.2M |
| Corporations/business entities | 6 | $2.2M |
States served
AZ, CA, CO, MN, WI, TX, FL
All web addresses on file
- https://www.linkedin.com/in/josh-hawkins-cfp%C2%AE-chfc%C2%AE-ricp%C2%AE-cap%C2%AE-wmcp%C2%AE-aep%C2%AE-41633128/
- https://www.facebook.com/profile.php?id=61562499986070
- https://www.linkedin.com/company/keene-wealth-management/?
- https://www.linkedin.com/in/michael-leverty/
- https://www.keene-wealth.com
- https://www.facebook.com/LevertyFinancial/
- http://www.linkedin.com/company/Leverty-financial-group
- http://www.levertyfinancial.com
- https://www.linkedin.com/in/luke-keene/
Official SEC filing: View on IAPD