Matthew Gendreau
Investment adviser representative at Leverty Financial Group, LLC
11 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
11 years in the industry.
- Leverty Financial Group, LLCMay 2023 to now
- Wright-hennepin Cooperative Electric AssociationSep 2021 to Sep 2022
- Proprietors Capital HoldingsJan 2021 to May 2023
- StudentApr 2015 to Sep 2021
Designations
- ChFC®
Exams passed
No exams in this record.
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
- 8069693
- Firm CRD
- 310258