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201 2Nd Street South, Hudson, WI 54016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Hudson | WI | 03/2017 | 09/2020 |
| Leverty And Associates | Hudson | WI | 01/2017 | 09/2020 |
| Timothy Bohannon | Mendota Hts | MN | 12/2015 | 01/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2017 | 09/2020 |
| Leverty'S Traditional Trees | Houlton | WI | 11/2019 | 12/2025 |
| Leverty Financial Group, Llc | Hudson | WI | 09/2020 | Present |
| Lfg Risk Services, Llc | Hudson | WI | 09/2020 | Present |
| Lfg Tax, Llc | Hudson | WI | 01/2024 | Present |
| Leverty Financial Group, Llc | Hudson | WI | 02/2022 | Present |
(1). 05/2014 Independent License Insurance Agent; Investment Related; MN; Life, Disability, LTC (2) LFG Risk Services, LLC; Investment Related; 201 2nd Street South, Hudson, WI 54016; Affiliated Insurance Agency; Implementing risk and investment strategies; Associate; 09/2020; 1 hour/month; 0 hours during trading hours. (3) LFG Tax, LLC; Non-Investment related; 201 2nd Street South, Hudson, WI 54016; Tax Services; Tax preparation and filings; Associate; 01/2024; 1 hour/month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-19 |
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