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The Life Group Financial Services CRD 277091
$146M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-27 |
| MN | RA | APPROVED | 2026-04-24 |
| IA | RA | APPROVED | 2025-07-17 |
Branch Locations
1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guncheon Financial, Llc | Plymouth | MN | 06/2025 | 08/2025 |
| The Life Group Financial Services | Dubuque | IA | 11/2012 | Present |
| Guncheon Financial, Llc | Dubuque | IA | 08/2025 | Present |
1.THE GREAT ADVENTURE CHURCH; POSITION: OFFICER AND CHURCH ELDER INVESTMENT RELATED: NO HOURS: 80 START DATE: 08/01/2001; ADDRESS: Address 3500 Pennsylvania Ave, Dubuque 52002; DESCRIPTION: PROVIDE BIBLE TEACHING FOR THE CHURCH. INVOLVEMENT IN LEADING THE DIRECTION OF THE CHURCH. 2. Owner of a rental property; not investment related; Located in DUBUQUE, IA; 5 hrs a month, non during trading. 3. Multiline Insurance Agent (Independent), offering Life Insurance, Annuity, Medicare Supplements, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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