Michael John Nelson
Investment adviser representative at Leverty Financial Group, LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
11 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's Traditional TreesNov 2019 to Dec 2025
- Northwestern Mutual Wealth Management CompanyJun 2017 to Sep 2020
- Northwestern Mutual Investment Services LLCMar 2017 to Sep 2020
- Leverty and AssociatesJan 2017 to Sep 2020
- Timothy BohannonDec 2015 to Jan 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
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
- 6330256
- Firm CRD
- 310258