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Michael John Nelson

Leverty Financial Group, LLC

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About Michael John Nelson

Michael John Nelson is a financial advisor who has been working in the financial services industry since 2017. Michael is currently registered with Leverty Financial Group, LLC and holds a Series 7, Series 63 and SIE license. Michael is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. Michael has been affiliated with Leverty Financial Group, LLC since 2020. Previously, Michael was registered with Northwestern Mutual Investment Services, LLC and worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Wealth Management Company.

Firm Information

Michael Nelson is currently registered with Leverty Financial Group, LLC. Leverty Financial Group, LLC is an investment advisor based in Hudson, WI, with a focus on financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $567 million in assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Leverty Financial Group, LLC

201 2ND STREET SOUTH

HUDSON, WI 54016

$567.40M

Assets Under Management

18

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Nelson’s Registration & Firm History

WI

02/07/2022 - Present

Leverty Financial Group, LLC (HUDSON WI)

WI

05/08/2017 - 09/16/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)

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Licenses & Designations

BC

Issued 05/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Nelson.
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