Matthew Gendreau

Financial advisor at Leverty Financial Group, LLC · Hudson, WI

Last updated 2026-10-10

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Matthew Gendreau is a financial advisor at Leverty Financial Group, LLC in Hudson, WI, CRD 8069693. IAPD registration began 2025-04-14.

Registration

CRD number
8069693
Registration status
Active
IAPD registration
2025-04-14
Industry Experience
1 year
Work Experience
11 years
States registered
WI

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Consultant

Work history

  • 2023-05 to Present · Leverty Financial Group, LLC · Hudson, WI
  • 2021-01 to 2023-05 · Proprietors Capital Holdings · St. Paul, MN
  • 2021-09 to 2022-09 · Wright-Hennepin Cooperative Electric Association · Rockford, MA
  • 2019-09 to 2021-09 · Student · St. Paul, MN
  • 2015-04 to 2019-09 · Student · Maple Lake, MN

Current employment

SEC IAPD record for Matthew Gendreau

Leverty Financial Group, LLC

Regulatory AUM
$676,836,895
Registered advisors
6
Offices
2
Clients per advisor
110.8 (Moderate)
Average AUM per client
$1M (Low)
High-net-worth client ratio
39.5% (Moderate)

Leverty Financial Group, LLC: advisors, services and reported ETF investments

About

Matthew Gendreau is a Chartered Financial Consultant financial advisor at Leverty Financial Group, LLC in Hudson, WI. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Proprietors Capital Holdings, Wright-Hennepin Cooperative Electric Association, Student, among others.

SEC disclosures list additional business and community activities: Lfg Tax.

Leverty Financial Group, LLC's firm-level Form ADV reports 6 advisors across 2 offices; approximately 110.8 clients per advisor, average assets per client of $1,017,800, and regulatory AUM of $676.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $459.6M across 28 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Gendreau personally.

Reported ETF positions

Leverty Financial Group reports 28 ETF positions worth $459.6M on Form 13F; the largest are listed.

Largest ETF positions reported by Leverty Financial Group
FundReported value
IVV — iShares Core S&P 500 ETF$193.3M
IEFA — iShares Core MSCI EAFE ETF$61.2M
CGCB — Capital Group Core Bond ETF$42.5M
IJH — iShares Core S&P Mid-Cap ETF$39.5M
IEMG — iShares Core MSCI Emerging Markets ETF$36.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Leverty Financial Group, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Company or Agency

Location

201 2nd Street South, Hudson, WI 54016

6 advisors at this office.

Leverty Financial Group office in Hudson, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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