Best Investors
Account
Sign in
201 2Nd Street South, Hudson, WI 54016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | St. Paul | MN | 06/2002 | 09/2020 |
| The Northwestern Mutual Life Insurance Company | Milwaukee | MN | 02/2002 | 09/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2009 | 09/2020 |
| Leverty Financial Group, Llc | Hudson | WI | 09/2020 | Present |
| Northwestern Mutual Investment Services, Llc | St. Paul | MN | 05/2006 | 09/2020 |
| Leverty & Associates Llc | Hudson | WI | 01/2015 | 12/2020 |
| Lfg Risk Services, Llc | Hudson | WI | 09/2020 | Present |
| Lfg Tax, Llc | Hudson | WI | 01/2024 | Present |
1) 9/2020 LFG RISK SERVICES, LLC; AFFILIATED INSURANCE AGENCY; CO-OWNER; INVESTMENT RELATED; (06/2002 INDEPENDENT LICENSED INSURANCE AGENT); LIFE, ACC & HEALTH, VA, CLI 2) MLME HOLDINGS LLC; INVESTMENT RELATED - REAL ESTATE; 100% OWNER LLC - HOLDS OFFICE BUILDING THAT HOUSES RBO; 0 HRS/MO 3) 01/2023 FOREST AND REC; MEMBER; FOREST PRESERVATION AND RECREATIONAL USE; NOT INVESTMENT RELATED; HOURS PER MONTH: 20, HOURS DURING SECURITIES TRADING HOURS: 10; MANAGE FOREST LAND AND COORDINATE LEASES. 4) 01/2021 LTLM LLC; OWNER; 201 2ND ST. S. HUDSON WI 54016; NON INVEST REL; EAL ESTATE HOLDING COMPANY; 0 HOURS SPENT ON BUSS; OWNER OF REAL ESTATE 5) 01/2024 LFG TAX, LLC; CO-OWNER; 201 2ND STREET SOUTH, HUDSON, WI 54016; NON-INVESTMENT RELATED; TAX SERVICES; TAX PREPARATION AND FILINGS; 1 HOUR/MONTH; 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-10 |
Reach out to this advisor