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THE LIFE GROUP FINANCIAL SERVICES
GUNCHEON FINANCIAL LLC
CRD 277091 · SEC 801-131551
1545 ASSOCIATES DRIVE, SUITE 104, DUBUQUE, IA, 52002, United States
Phone
563-587-7840
Fax
563-583-3361
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.2M
Discretionary AUM
$146.2M
Team
4 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1235 | $110.3M |
| High net worth individuals | 23 | $35.3M |
States served
CA, CO, IL, IA, KS, LA, MI, MN, NE, WI, MO, TX
All web addresses on file
Official SEC filing: View on IAPD