Michael Thomas Leverty
Investment adviser representative at Leverty Financial Group, LLC
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$676.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Lfg Tax, LLCJan 2024 to now
- Leverty Financial Group, LLCSep 2020 to now
- Lfg Risk Services, LLCSep 2020 to now
- Leverty & Associates LLCJan 2015 to Dec 2020
- Northwestern Mutual Wealth Management CompanySep 2009 to Sep 2020
- Northwestern Mutual Investment Services, LLCJun 2002 to Sep 2020
- The Northwestern Mutual Life Insurance CompanyFeb 2002 to Sep 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
Leverty Financial Group, LLC
$676.8MAssets managed
665Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4518320
- Firm CRD
- 310258