Michael John Nelson
Investment Adviser Representative at Leverty Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael John Nelson is an investment adviser representative with Leverty Financial Group, LLC in Hudson, WI, where they have been registered since 2022. They have worked in the securities industry since 2018 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual Investment Services LLCMar 2017 – Sep 2020Hudson, WI
- Leverty and AssociatesJan 2017 – Sep 2020Hudson, WI
- Timothy BohannonDec 2015 – Jan 2017Mendota Hts, MN
- Northwestern Mutual Wealth Management CompanyJun 2017 – Sep 2020Milwaukee, WI
- Leverty's Traditional TreesNov 2019 – Dec 2025Houlton, WI
- Leverty Financial Group, LLCSep 2020 – no end date reportedHudson, WI
- LFG Risk Services, LLCSep 2020 – no end date reportedHudson, WI
- LFG Tax, LLCJan 2024 – no end date reportedHudson, WI
- Leverty Financial Group, LLCFeb 2022 – no end date reportedHudson, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Leverty Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Hudson, WI
- SEC file number:
- 801-119342
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 22, 2026
View full firm profileOther advisors at Leverty Financial Group, LLC
5 other advisors in the directory
Similar advisors in Hudson, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael John Nelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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