Seth William Blum

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

• 10/2023 → 03/2024
  Isc Fianncial Advisors
  Minneapolis, MN
• 10/2022 → 09/2023
  Strategic Tax & Business Consultants, Llc
  Medina, MN
• 01/2017 → 10/2022
  Yam Haus, Llc
  Hudson, WI
• 01/2016 → 09/2016
  Fairview Health Services
  Burnsville, MN
• 09/2013 → 12/2016
  Unemployed - Full Time Student
  Minneapolis, MN
• 03/2024 → Present
  Leverty Financial Group, Llc
  Hudson, WI
• 03/2024 → Present
  Lfg Tax, Llc
  Hudson, WI

Previous Registrations

• 2023-10-26 → 2024-02-26
  Isc Financial Advisors
  Minneapolis, MN
  Albert Lea, MN

Other Businesses

1) LFG Tax, LLC; 03/2024; Non-investment related; 201 2nd Street South, Hudson, WI 54016; Tax services; Tax preparation and filings; Associate; 80 hours/month; 0 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-26

Designations

• Certified Financial Planner