Matthew Gendreau

Employer firm

Leverty Financial Group, LLC CRD 310258

$677M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → Present
  Leverty Financial Group, Llc
  Hudson, WI
• 01/2021 → 05/2023
  Proprietors Capital Holdings
  St. Paul, MN
• 09/2021 → 09/2022
  Wright-Hennepin Cooperative Electric Association
  Rockford, MA
• 09/2019 → 09/2021
  Student
  St. Paul, MN
• 04/2015 → 09/2019
  Student
  Maple Lake, MN

Other Businesses

LFG Tax, LLC; Non-Investment related; 201 2nd Street South, Hudson, WI 54016; Tax Services; Tax preparation and filings; Associate; 01/2026; 1 hour/month; 0 hours during trading hours.

Designations

• Chartered Financial Consultant