GUNCHEON FINANCIAL LLC
Legal name: THE LIFE GROUP FINANCIAL SERVICES
CRD #277091 SEC #801-131551 DUBUQUE, IA 563-587-7840
SEC Registered
Total AUM
$136.5M
Discretionary
$136.5M
Employees
4
Clients
--
Accounts
1,622
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GUNCHEON, KELLY, FRANCIS | I | PRESIDENT/CCO | E | Control |
| GUNCHEON, KELLY, FRANCIS | I | MANAGER/CCO | E | Control |
| GUNCHEON, KELLY, FRANCIS | I | MEMBER/CEO/PRESIDENT/CCO | E | Control |
| GUNCHEON, KELLY, FRANCIS | I | MEMBER/CEO/PRESIDENT/CCO | E | Control |
| GUNCHEON, KELLY, FRANCIS | I | MEMBER/CEO/PRESIDENT/CCO | E | Control |
| LEVERENTZ, KEITH, THOMAS | I | MEMBER | D | Control |
| LEVERENTZ, KEITH, THOMAS | I | MEMBER | D | Control |
| LEVERENTZ, KEITH, THOMAS | I | MEMBER | D | Control |
| LEVERENTZ, KEITH, THOMAS | I | MEMBER | D | Control |
| LEVERENTZ, KEITH, THOMAS | I | MEMBER | D | Control |
| SMITH, JUSTIN, D | I | MANAGING MEMBER & CCO | D | Control |
| SMITH, JUSTIN, D | I | MANAGING MEMBER & CCO | D | Control |
| SMITH, JUSTIN, D | I | MANAGING MEMBER & CCO | D | Control |
| SMITH, JUSTIN, D | I | MANAGING MEMBER & CCO | D | Control |
| SMITH, JUSTIN, D | I | MANAGING MEMBER & CCO | D | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (9)
CA CO IA IL KS MI MN MO WI
Address
1545 ASSOCIATES DRIVESUITE 104
DUBUQUE, IA 52002
United States
Phone: 563-587-7840