Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Blum is an Investment Advisor Representative at Leverty Financial Group, LLC. Seth is registered with the state of Wisconsin and has been in the industry for 2 years. Seth specializes in financial planning, portfolio management for individuals, and selection of other advisors. Seth is also associated with LFG Tax, LLC, where Seth provides tax services such as tax preparation and filings.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
03/11/2024 - Present
Leverty Financial Group, LLC (HUDSON WI)
IA
Issued 10/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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