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 registered investment advisor organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, positioning itself as a fee-based adviser that charges both a percentage of assets under management and hourly fees. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through seminars and workshops. The firm reports acting as a capital allocator, which suggests it selects and places client capital with external managers when appropriate. It is not an active ESG investor and lists an insurance company among its industry affiliations, indicating a connection to or partnership with insurance-channel distribution or product providers.