Best Investors Account Sign in
Inactive

Paul Matthew Thompson

The Life Group Financial Services

Westby, WI

Dubuque, IA

CRD 7326415

Claim This Profile
Employer firm

The Life Group Financial Services CRD 277091

$146M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Life Group Financial Services

1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
WI RA APPROVED 2021-01-06
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • WI RA
    APPROVED
    Since 2021-01-06

Branch Locations

Westby, WI • United States

1545 Associates Drive Suite 104, Dubuque, IA 52002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Living Waters Bible Camp Westby WI 06/2011 11/2020
Guncheon Financial, Llc Dubuque IA 11/2020 Present
  • 06/2011 → 11/2020
    Living Waters Bible Camp
    Westby, WI
  • 11/2020 → Present
    Guncheon Financial, Llc
    Dubuque, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-17
  • S65 Uniform Investment Adviser Law Examination
    2020-12-17

View on SEC IAPD

More in Westby, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor