Michael John Nelson

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

• 03/2017 → 09/2020
  Northwestern Mutual Investment Services Llc
  Hudson, WI
• 01/2017 → 09/2020
  Leverty And Associates
  Hudson, WI
• 12/2015 → 01/2017
  Timothy Bohannon
  Mendota Hts, MN
• 06/2017 → 09/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2019 → 12/2025
  Leverty'S Traditional Trees
  Houlton, WI
• 09/2020 → Present
  Leverty Financial Group, Llc
  Hudson, WI
• 09/2020 → Present
  Lfg Risk Services, Llc
  Hudson, WI
• 01/2024 → Present
  Lfg Tax, Llc
  Hudson, WI
• 02/2022 → Present
  Leverty Financial Group, Llc
  Hudson, WI

Other Businesses

(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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michael John Nelson