Advisor at Leverty Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leverty Financial Group, LLC
Location
Hudson, WI 54016
Credentials
CFP®, ChFC®, Series 63
Industry experience
7 years
Michael Nelson is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with seven years of industry experience. He is currently affiliated with Leverty Financial Group, LLC, where he has worked since 2020, and previously worked at Northwestern Mutual Wealth Management Company from 2017 to 2020. Outside of his advisory role, Nelson assists with seasonal operations at Leverty's Traditional Trees. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, including individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG considerations, and margin transactions.
Based on Leverty Financial Group, LLC
Flat fees ranging from $500 to $25,000 for financial planning and consulting services, negotiable
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Persons providing investment advice may earn commissions for selling insurance products, separate from advisory fees
Hourly fees ranging between $250 and $500 for financial planning and consulting services, negotiable
Fee-only: Flat fees ranging from $500 to $25,000 for financial planning and consulting services; hourly fees ranging between $250 and $500 per hour, negotiable
201 2 Nd Street South
Hudson, WI 54016
Wisconsin
LFG Tax, LLC
2024 - Present (2 years)
Leverty Financial Group, LLC
2022 - Present (4 years)
LFG Risk Services, LLC
2020 - Present (6 years)
Leverty Financial Group, LLC
2020 - Present (6 years)
Leverty's Traditional Trees
2019 - 2025 (6 years)
Northwestern Mutual Wealth Management Company
2017 - 2020 (3 years)
Northwestern Mutual Investment Services LLC
2017 - 2020 (3 years)
Leverty and Associates
2017 - 2020 (3 years)
Timothy Bohannon
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
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