What departments does Leverty Financial Group have?

Leverty Financial Group has employees across 3 departments including Human Resources, Operations, Finance.

What is the largest department at Leverty Financial Group?

The largest department at Leverty Financial Group is Human Resources with 1 employees.

Where are Leverty Financial Group employees located globally?

Leverty Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Leverty Financial Group's team size changed over time?

Leverty Financial Group's team has decreased from approximately 6 to 5 employees based on available data.

Leverty Financial Group Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Leverty Financial Group is a financial services firm that provides comprehensive planning and wealth management services for executives and individuals preparing for retirement. Based in Hudson, Wisconsin, the firm serves clients across the United States and aims to support busy professionals with a streamlined, client-centered approach that emphasizes trust, confidentiality, and integrity. The company emphasizes a personalized wealth management process designed to clarify financial decisions and strengthen confidence about future planning, while maintaining a focus on long-term relationships.

Leverty Financial Group Global Highlights

North America
11

United States Of America
11

Leverty Financial Group's Leadership

M. L.
Ceo And Founder
Mobile Phone
Email
H. P.
Chief Compliance Officer | Director Of Human Resources | Director Of Risk Services
Mobile Phone
Email
J. H.
Partner
Mobile Phone
Email
L. K.
Executive Vice President And Advisor
Mobile Phone
Email
M. N.
Director Of Investment Operations
Mobile Phone
Email
M. G.
Financial Planning Associate
Mobile Phone
Email
L. H.
Executive Assistant
Mobile Phone
Email
S. B.
Advisor
Mobile Phone
Email

Leverty Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Accounting
Administrative
Other

Contact profiles from Leverty Financial Group

Name

Title

Contact Info

Location

Last Update

J. H.
Partner
Mobile Phone
Email
Apr 15, 2026
M. L.
Ceo And Founder
Mobile Phone
Email
United States
Jun 28, 2026
H. P.
Chief Compliance Officer | Director Of Human Resources | Director Of Risk Services
Mobile Phone
Email
United StatesWisconsin
Jun 25, 2026
L. K.
Executive Vice President And Advisor
Mobile Phone
Email
United StatesWisconsin
Jun 08, 2026
M. N.
Director Of Investment Operations
Mobile Phone
Email
Jun 08, 2026
M. G.
Financial Planning Associate
Mobile Phone
Email
United StatesMinnesota
Jun 24, 2026
L. H.
Executive Assistant
Mobile Phone
Email
United StatesMinnesota
Jun 26, 2026
S. B.
Advisor
Mobile Phone
Email
United StatesWisconsin
Aug 08, 2025

Frequently Asked Questions

What is Leverty Financial Group known for?

Leverty Financial Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 201 2nd Street South Hudson, Wisconsin 54016 United States. Explore Leverty Financial Group's company overview page for more information.

What is Leverty Financial Group's most common email format?

Leverty Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Leverty Financial Group email formats with LeadIQ.

How many employees does Leverty Financial Group have currently?

Leverty Financial Group has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Leverty Financial Group's key employees and leadership?

As of May 2026, Leverty Financial Group's key employees include:

Ceo And Founder: M. L.
Chief Compliance Officer | Director Of Human Resources | Director Of Risk Services: H. P.
Partner: J. H.
Executive Vice President And Advisor: L. K.
Director Of Investment Operations: M. N.

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Leverty Financial Group Employee Directory

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Leverty Financial Group Global Highlights

North America
11

Leverty Financial Group's Leadership

Leverty Financial Group Employee Metrics

Contact profiles from Leverty Financial Group

Frequently Asked Questions

What is Leverty Financial Group known for?

What is Leverty Financial Group's most common email format?

How many employees does Leverty Financial Group have currently?

Who are Leverty Financial Group's key employees and leadership?

Everything for prospecting,
in one platform.

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Leverty Financial Group Employee Directory

Find Leverty Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Leverty Financial Group Global Highlights

North America11

Leverty Financial Group's Leadership

Leverty Financial Group Employee Metrics

Contact profiles from Leverty Financial Group

Frequently Asked Questions

What is Leverty Financial Group known for?

What is Leverty Financial Group's most common email format?

How many employees does Leverty Financial Group have currently?

Who are Leverty Financial Group's key employees and leadership?

Everything for prospecting,in one platform.

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North America
11

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