Leverty Financial Group Employee Directory

Q: What is Leverty Financial Group known for?

Leverty Financial Group was founded in 2002. Leverty Financial Group operates in the Financial Services industry.

Q: How many employees does Leverty Financial Group have currently?

Leverty Financial Group has approximately 7 employees.

Financial ServicesWisconsin, United States2-10 Employees

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/

Find Leverty Financial Group employees' phone numbers or email addresses

Leverty Financial Group Global Highlights

North America
10

United States Of America
10

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
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
United StatesMinnesota
Mar 09, 2026
M. L.
Ceo And Founder
Mobile Phone
Email
United States
Mar 02, 2026
H. P.
Chief Compliance Officer | Director Of Human Resources | Director Of Risk Services
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025
L. K.
Executive Vice President And Advisor
Mobile Phone
Email
United StatesWisconsin
Sep 06, 2024
M. N.
Director Of Investment Operations
Mobile Phone
Email
Nov 14, 2025
M. G.
Financial Planning Associate
Mobile Phone
Email
United StatesMinnesota
Sep 09, 2025
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 March 2026. These team members are located across 1 continents, including North America.

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

As of March 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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