Advisor at Leverty Financial Group, LLC
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Firm
Leverty Financial Group, LLC
Location
Hudson, WI 54016
Credentials
ChFC®, Series 63, Series 66
Industry experience
23 years
Michael Leverty is a financial advisor with Leverty Financial Group, LLC in Hudson, WI, holding the ChFC® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including roles at Northwestern Mutual and Leverage & Associates LLC. Outside of advising, he is involved in forest preservation and recreational land management and participates in farming operations annually. Leverty Financial Group is a six-advisor SEC-registered firm managing approximately $567 million for over 600 clients, serving individuals, small businesses, retirement plans, and nonprofits. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advisory services, utilizing a diverse investment approach that includes model portfolios, third-party managers, ESG factors, and borrowing strategies.
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)
LFG Risk Services, LLC
2020 - Present (6 years)
Leverty FInancial Group, LLC
2020 - Present (6 years)
Leverage & Associates LLC
2015 - 2020 (5 years)
Northwestern Mutual Wealth Management Company
2009 - 2020 (11 years)
Northwestern Mutual Investment Management
2006 - 2020 (14 years)
Northwestern Mutual Investment Management
2002 - 2020 (18 years)
The Northwestern Mutual Life Insurance Company
2002 - 2020 (18 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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Maplewood, MN
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Series 66
Woodbury, MN
VIP Financial Associates
ChFC®, Series 63, Series 65
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Thompson Financial Transitions Inc.
Series 65
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SCM Investment Services
CFP®, Series 63
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Prevail Financial Partners, LLC
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