Joshua
Hawkins
Leverty Financial Group, LLC
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About this Advisor
Joshua Hawkins is a financial advisor based in Hudson, Wisconsin, working with Leverty Financial Group, LLC. Joshua has previously held positions at Northwestern Mutual Investment Services, LLC, Leverty And Associates, Northwestern Mutual Wealth Management Company, Leverty Financial Group, LLC, Michael T. Leverty, Lfg Risk Services, LLC, and Lfg Tax, LLC. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Joshua is part of Leverty Financial Group, LLC, which operates out of Hudson, Wisconsin. The firm has 8 employees and manages assets totaling $481.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Leverty Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leverty Financial Group, LLC Brokerage Details
$481,255,784
8
2,139
$224,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Hawkins Work History
Lfg Tax, LLC
Leverty Financial Group, LLC
Lfg Risk Services, LLC
Leverty And Associates
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
Michael T. Leverty
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Joshua Hawkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leverty Financial Group, LLC
Hudson, WI
Hudson, WI
Hudson, WI
Hudson, WI
Hudson, WI
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