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Seth Blum, CFP®

Advisor

Seth is an Advisor at Leverty Financial Group, working alongside our team to help clients take meaningful action on their financial plans—whether they’re preparing for retirement or already in it. He plays a key role in implementing strategies that align with each client’s long-term goals, with a strong focus on tax efficiency and coordinated planning.

Seth collaborates across our investment, tax, and insurance teams to turn financial plans into actionable steps. His practical, hands-on approach helps clients understand their options, stay on track, and adjust as life evolves.

A graduate of the University of Minnesota with a bachelor’s degree in Kinesiology, Seth lives in Hudson, WI, with his wife Meredith, their son Wesley, and daughter Josephine. He is also actively involved in the local community.