THE LIFE GROUP FINANCIAL SERVICES

RIASEC RegisteredEst. 2024

Total AUM

$146M

Discretionary

$146M

100% of AUM

Avg account

$77.8K

Accounts

1,878

Employees

Advisory reps

Firm details

Headquarters: DUBUQUE, Iowa
CRD number: 277091
Registered since: November 29, 2024
Website: www.guncheonfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals75.44%
HNWI24.16%
Charitable Organizations0.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Life Group Financial Services is an independent, individual-owned registered investment adviser that began SEC registration in 2024. It serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars or workshops. The firm bills clients on a percentage-of-assets basis and also offers hourly fee arrangements. It describes itself as a capital allocator, engaging third-party managers as part of its investment program. The firm does not identify as an active ESG investor. The Life Group maintains an industry affiliation with an insurance company, which may influence insurance product distribution or planning capabilities within its broader advisory services.