Leverty Financial Group

Financial Services • Hudson, Wisconsin, United States • 1-10 Employees

Company overview

Headquarters	201 2nd Street South, Hudson, Wisconsin 54016, US
Phone number	+17153772080
Website	levertyfinancial.com
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Financial Planning, Investment Advisory Services
Founded	2002
Employees	1-10
Socials

Key Contacts at Leverty Financial Group

Michael Leverty

Ceo And Founder

Holly Pizzi

Chief Compliance Officer | Director Of Human Resources | Director Of Risk Services

Michael Nelson

Director Of Investment Operations

Leverty Financial Group Email Formats

Leverty Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@levertyfinancial.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@levertyfinancial.com	85.7%
{first name}{last name}	johndoe@levertyfinancial.com	14.3%

About 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/

Leverty Financial Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Director

Employees by Department

Leverty Financial Group has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Leverty Financial Group has never raised funding before.

Leverty Financial Group Tech Stack

Discover the technologies and tools that power Leverty Financial Group's digital infrastructure, from frameworks to analytics platforms.

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Nginx

Reverse proxies

PHP

Programming languages

HSTS

Security

Sucuri

CDN

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

MySQL

Databases

Frequently asked questions

Leverty Financial Group is located in Hudson, Wisconsin, US.

You can reach Leverty Financial Group at +17153772080.

Leverty Financial Group was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Leverty Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.