Leverty Financial Group Information
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Leverty Financial Group
Summary
Our team of professionals provide a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. With an office in Hudson, Wiscons...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investments, Investment Advisory Services, Financial Planning, Wealth Management
Founded
2002
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Organization Website
Social Links
Phone Number
715-377-2080
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2001 | Privately Held | 10-50 | - | $- | |
| 2013 | - | 1-10 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Leverty Financial Group shows a diverse range of experience levels:
8% have been with the company for less than 1 year25% for 1–2 years17% for 3–4 years50% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Leverty Financial Group
Josh Hawkins
Partner
Michael Leverty ChFC®
CEO and Founder
Holly Pizzi
Chief Compliance Officer | Director of Human Resources | Director of Risk Services
Michael Nelson
Director Of Investment Operations
Emma Kempfert
Investment Operations Associate/Executive Assistant
Matt Gendreau
Financial Planning Associate
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FAQ
Leverty Financial Group operates in the Financial Services industries. More details can be found on the official website: levertyfinancial.com.
The headquarters of Leverty Financial Group are located in Hudson, United States.
You can contact Leverty Financial Group by phone at 715-377-2080.
Leverty Financial Group currently employs 1-10 people.
Well-known competitors of Leverty Financial Group include Autus Private Clients and Freedom Trail Financial, LLC.
