Gary Frank Guentzel

Current Employers

Employment History

• 05/2013 → 08/2023
  Triad Advisors, Inc.
  Norcross, GA
• 08/2023 → Present
  Lpl Financial
  Mankato, MN
• 02/2025 → Present
  Iwealth Financial, Llc
  Waseca, MN

Previous Registrations

• 2015-01-02 → 2023-08-03
  Triad Advisors Llc
  Mankato, MN
  Mankato, MN
• 2013-12-19 → 2014-12-31
  Dai Wealth, Llc
  Atlanta, GA

Other Businesses

1- 08/01/2023 / Estate & Financial Services (EFS) / DBA for LPL Business (entity for LPL business) / Investment Related / Start Date 01/1985 - 160 HRS MNTH / 40 HRS During Trading / 100 Time SPNT PRCNT 2- 08/01/2023 / CR FARMS / FARM / NOT INVESTMENT RELATED / Start Date 01/2008 - 16 HRS MNTH / 1 HRS DURING TRADING / 1 TIME SPNT PRCNT 3- 08/08/2023 / Guentzel Financial LLC / Business Entity For Tax/Investment Purposes Only / NOT INVESTMENT RELATED / Start Date 01/2014 - 5 HRS MNTH / 1 TIME SPNT PRCNT 4- 11/16/2023 - D&D Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner - Not Investment Related - At Reported Business Location(s) - Start Date 08/09/2023 - 20 Hours Per Month/ During Trading 5- 02/08/2024 - iWealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 160 Hours Per Month/ 80 Hours During Trading 6- 12/01/2025 - KC Group LLC - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 4 hours per month/ 3 hours during trading 7- 01/28/2026 - iWealth Financial, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2025 - 30 hours per month/ during trading - I provide investment advisory services through iWealth Financial, LLC, an independent investment advisor firm. I started this business activity in7/2025. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-11