Active
LEVERTY FINANCIAL GROUP, LLC
Investment Advice|HUDSON, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$567.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 564.2M |
| Non-Discretionary | 3.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 310258 |
| SEC Number | 801-119342 |
| Street Address | 201 2ND STREET SOUTH |
| Location | HUDSON, WI 54016 |
| Country | United States |
| Phone | 715-377-2080 |
| Total Employees | 9 |
Client Count by Type (619 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 399 |
| High Net Worth Individual… | 214 |
| Charitable Organizations | 3 |
| Corporations/Businesses | 2 |
| Pension/Profit Sharing Pl… | 1 |
Community Partners
BALDWIN TOWNSHIP OF
CITY OF GLENWOOD CITY
CITY OF HUDSON
COUNTY OF ST CROIX
RICHMOND SANITARY DISTRICT #1
TOWN OF BALDWIN
TOWN OF CADY
TOWN OF CYLON
TOWN OF EAU GALLE
TOWN OF EMERALD
TOWN OF ERIN PRAIRIE
TOWN OF GLENWOOD
TOWN OF HAMMOND
TOWN OF HUDSON
TOWN OF KINNICKINNIC
TOWN OF RICHMOND
TOWN OF RUSH RIVER
TOWN OF SOMERSET
TOWN OF STAR PRAIRIE
TOWN OF ST JOSEPH
BALDWIN TOWNSHIP OF
CITY OF GLENWOOD CITY
CITY OF HUDSON
COUNTY OF ST CROIX
RICHMOND SANITARY DISTRICT #1
TOWN OF BALDWIN
TOWN OF CADY
TOWN OF CYLON
TOWN OF EAU GALLE
TOWN OF EMERALD
TOWN OF ERIN PRAIRIE
TOWN OF GLENWOOD
TOWN OF HAMMOND
TOWN OF HUDSON
TOWN OF KINNICKINNIC
TOWN OF RICHMOND
TOWN OF RUSH RIVER
TOWN OF SOMERSET
TOWN OF STAR PRAIRIE
TOWN OF ST JOSEPH
BALDWIN TOWNSHIP OF
CITY OF GLENWOOD CITY
CITY OF HUDSON
COUNTY OF ST CROIX
RICHMOND SANITARY DISTRICT #1
TOWN OF BALDWIN
TOWN OF CADY
TOWN OF CYLON
TOWN OF EAU GALLE
TOWN OF EMERALD
TOWN OF ERIN PRAIRIE
TOWN OF GLENWOOD
TOWN OF HAMMOND
TOWN OF HUDSON
TOWN OF KINNICKINNIC
TOWN OF RICHMOND
TOWN OF RUSH RIVER
TOWN OF SOMERSET
TOWN OF STAR PRAIRIE
TOWN OF ST JOSEPH
Municipal Government
29 Active
29
Organizations
BASS LAKE REHABILITATION DISTRICT
CEDAR LAKE PROTECTION AND REHABILITATION DISTRICT
FOREST SANITARY DISTRICT 1
GLENWOOD AND EMERALD SANITARY DISTRICT 1
HUDSON CITY HOUSING AUTHORITY
NEW RICHMOND CITY HOUSING AUTHORITY
RICHMOND SANITARY DISTRICT 1 (ST CROIX COUNTY)
SOMERSET FIRE & RESCUE
SPRINGFIELD SANITARY DISTRICT 1
SQUAW LAKE MANAGEMENT AND REHABILITATION DISTRICT
STAR PRAIRIE SANITARY DISTRICT 1
ST JOSEPH FIRE RESCUE EMS
UPPER WILLOW RIVER REHABILITATION DISTRICT
BASS LAKE REHABILITATION DISTRICT
CEDAR LAKE PROTECTION AND REHABILITATION DISTRICT
FOREST SANITARY DISTRICT 1
GLENWOOD AND EMERALD SANITARY DISTRICT 1
HUDSON CITY HOUSING AUTHORITY
NEW RICHMOND CITY HOUSING AUTHORITY
RICHMOND SANITARY DISTRICT 1 (ST CROIX COUNTY)
SOMERSET FIRE & RESCUE
SPRINGFIELD SANITARY DISTRICT 1
SQUAW LAKE MANAGEMENT AND REHABILITATION DISTRICT
STAR PRAIRIE SANITARY DISTRICT 1
ST JOSEPH FIRE RESCUE EMS
UPPER WILLOW RIVER REHABILITATION DISTRICT
BASS LAKE REHABILITATION DISTRICT
CEDAR LAKE PROTECTION AND REHABILITATION DISTRICT
FOREST SANITARY DISTRICT 1
GLENWOOD AND EMERALD SANITARY DISTRICT 1
HUDSON CITY HOUSING AUTHORITY
NEW RICHMOND CITY HOUSING AUTHORITY
RICHMOND SANITARY DISTRICT 1 (ST CROIX COUNTY)
SOMERSET FIRE & RESCUE
SPRINGFIELD SANITARY DISTRICT 1
SQUAW LAKE MANAGEMENT AND REHABILITATION DISTRICT
STAR PRAIRIE SANITARY DISTRICT 1
ST JOSEPH FIRE RESCUE EMS
UPPER WILLOW RIVER REHABILITATION DISTRICT
Special District
13 Active
13
Organizations
BALDWIN-WOODVILLE JOINT SCHOOL DISTRICT 4
GLENWOOD CITY SCHOOL DISTRICT
HUDSON CITY JOINT SCHOOL DISTRICT
NEW RICHMOND SCHOOL DISTRICT
SOMERSET SCHOOL DISTRICT
ST CROIX CENTRAL SCHOOL DISTRICT
BALDWIN-WOODVILLE JOINT SCHOOL DISTRICT 4
GLENWOOD CITY SCHOOL DISTRICT
HUDSON CITY JOINT SCHOOL DISTRICT
NEW RICHMOND SCHOOL DISTRICT
SOMERSET SCHOOL DISTRICT
ST CROIX CENTRAL SCHOOL DISTRICT
BALDWIN-WOODVILLE JOINT SCHOOL DISTRICT 4
GLENWOOD CITY SCHOOL DISTRICT
HUDSON CITY JOINT SCHOOL DISTRICT
NEW RICHMOND SCHOOL DISTRICT
SOMERSET SCHOOL DISTRICT
ST CROIX CENTRAL SCHOOL DISTRICT
School District
6 Active
6
Organizations
213
2911 PROJECT INC
4DADS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52 WEEK MINISTRY INC
AFRICAN AMERICAN EDUCATIONAL ALLIANCE & RESEARCH FOUNDATION INC
AL AND LAURIE HEIN TRUST
ALLIANCE OF CONCERNED TENNESSEANS
ALL THE WAY HOME INC
ALWAYS PICKED LAST CHARITIES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICA 101
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN INNOVATION THE AI PROJECT
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
213
2911 PROJECT INC
4DADS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52 WEEK MINISTRY INC
AFRICAN AMERICAN EDUCATIONAL ALLIANCE & RESEARCH FOUNDATION INC
AL AND LAURIE HEIN TRUST
ALLIANCE OF CONCERNED TENNESSEANS
ALL THE WAY HOME INC
ALWAYS PICKED LAST CHARITIES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICA 101
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN INNOVATION THE AI PROJECT
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
213
2911 PROJECT INC
4DADS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
52 WEEK MINISTRY INC
AFRICAN AMERICAN EDUCATIONAL ALLIANCE & RESEARCH FOUNDATION INC
AL AND LAURIE HEIN TRUST
ALLIANCE OF CONCERNED TENNESSEANS
ALL THE WAY HOME INC
ALWAYS PICKED LAST CHARITIES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICA 101
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN INNOVATION THE AI PROJECT
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
468 Active
468
Organizations
Community Partners98 organizations
BALDWIN TOWNSHIP OF
Municipal Government·BALDWIN
COUNTY OF ST CROIX
Municipal Government·HUDSON
RICHMOND SANITARY DISTRICT #1
Municipal Government·NEW RICHMOND
TOWN OF BALDWIN
Municipal Government·WOODVILLE
TOWN OF CADY
Municipal Government·SPRING VALLEY
TOWN OF CYLON
Municipal Government·DEER PARK
TOWN OF EAU GALLE
Municipal Government·BALDWIN
TOWN OF EMERALD
Municipal Government·EMERALD
TOWN OF ERIN PRAIRIE
Municipal Government·NEW RICHMOND
TOWN OF GLENWOOD
Municipal Government·GLENWOOD CITY
TOWN OF HUDSON
Municipal Government·HUDSON
TOWN OF RUSH RIVER
Municipal Government·BALDWIN
TOWN OF SOMERSET
Municipal Government·SOMERSET
TOWN OF ST JOSEPH
Municipal Government·HUDSON
TOWN OF TROY
Municipal Government·HUNSON
VILLAGE OF NORTH HUDSON
Municipal Government·HUDSON
VILLAGE OF ROBERTS
Municipal Government·ROBERTS
VILLAGE OF STAR PRAIRIE
Municipal Government·STAR PRAIRIE
VILLAGE OF WILSON
Municipal Government·WILSON
FOREST SANITARY DISTRICT 1
Special District·EMERALD
GLENWOOD AND EMERALD SANITARY DISTRICT 1
Special District·GLENWOOD CITY
HUDSON CITY HOUSING AUTHORITY
Special District·HUDSON
NEW RICHMOND CITY HOUSING AUTHORITY
Special District·NEW RICHMOND
RICHMOND SANITARY DISTRICT 1 (ST CROIX COUNTY)
Special District·NEW RICHMOND
SOMERSET FIRE & RESCUE
Special District·SOMERSET
SPRINGFIELD SANITARY DISTRICT 1
Special District·WOODVILLE
ST JOSEPH FIRE RESCUE EMS
Special District·HUDSON
UPPER WILLOW RIVER REHABILITATION DISTRICT
Special District·NEW RICHMOND
213
Nonprofit Organization·Hudson
2911 PROJECT INC
Nonprofit Organization·Roberts
4DADS INC
Nonprofit Organization·HUDSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Baldwin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Baldwin
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Baldwin
52 WEEK MINISTRY INC
Nonprofit Organization·HUDSON
AFRICAN AMERICAN EDUCATIONAL ALLIANCE & RESEARCH FOUNDATION INC
Nonprofit Organization·Hudson
AL AND LAURIE HEIN TRUST
Nonprofit Organization·HUDSON
ALLIANCE OF CONCERNED TENNESSEANS
Nonprofit Organization·Hudson
ALL THE WAY HOME INC
Nonprofit Organization·Hudson
ALWAYS PICKED LAST CHARITIES
Nonprofit Organization·Baldwin
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Hudson
AMERICA 101
Nonprofit Organization·Hudson
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Hudson
AMERICAN INNOVATION THE AI PROJECT
Nonprofit Organization·HUDSON
AMERICAN LEGION
Nonprofit Organization·Hudson
AMERICAN LEGION
Nonprofit Organization·Glenwood City
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Glenwood City
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Baldwin
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Somerset
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Glenwood city
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Hudson
AMERICAN LIBERTY ACTION FUND
Nonprofit Organization·HUDSON
AMERICAN LIBERTY FOUNDATION
Nonprofit Organization·HUDSON
AMERICAN STRUCTURAL METALS INC
Nonprofit Organization·SOMERSET
AMERICAN VALUES INC
Nonprofit Organization·Hudson
AMVETS
Nonprofit Organization·Baldwin
ANCIENT FREE & ACCEPTE MASONS OF MINNESOTA
Nonprofit Organization·Hudson
ANN AUSTRENG ARMY
Nonprofit Organization·SOMERSET
ANU FAMILY SERVICES INC
Nonprofit Organization·HUDSON
ASSOCIATION OF IGNITION INTERLOCK PROGRAM ADMINISTRATORS
Nonprofit Organization·HUDSON
AURORA VENTURE INC
Nonprofit Organization·HUDSON
AVANTI THERAPEUTIC PROJECTS
Nonprofit Organization·HUDSON
AWAKENINGS INC
Nonprofit Organization·hudson
BAILEY TEWINKEL ALWAYS SMILE MOVEMENT INC
Nonprofit Organization·Hudson
BALDWIN AREA COMMUNITY FOUNDATION INC
Nonprofit Organization·BALDWIN
BALDWIN CARE CENTER INC
Nonprofit Organization·BALDWIN
BALDWIN-WOODVILLE BAND BOOSTERS
Nonprofit Organization·Baldwin
Baldwin-Woodville Chamber of Commerce
Nonprofit Organization·Baldwin
BALDWIN WOODVILLE SOCCER CLUB INC
Nonprofit Organization·Baldwin
BAPTISTS FOR LIFE OF WISCONSIN INC
Nonprofit Organization·Hudson
BAREFOOT CROW ANIMAL RESCUE INC
Nonprofit Organization·GLENWOOD CITY
BAY WATCH WISCONSIN
Nonprofit Organization·Hudson
BBS FAMILY LTD
Nonprofit Organization·Hudson
BEHOLD MESSIANIC JEWISH EDUCATION INC
Nonprofit Organization·Hudson
BETHEL 3-10 MINISTRIES
Nonprofit Organization·Hudson
BETHESDA RELIEF INTERNATIONAL INC
Nonprofit Organization·Hudson
BETTER BITES ST CROIX VALLEY
Nonprofit Organization·Hudson
BIPARTISAN COURAGE
Nonprofit Organization·Hudson