Kelly GuncheonCRD Number: 5081486
Current Firm: Guncheon Financial, LLC
Compensation Model: Both
Kelly Guncheon (CRD# 5081486) is an Investment Advisor Representative working at Guncheon Financial, LLC in St. Louis Park, MN, and has over 11 years of experience in the finance industry. Kelly Guncheon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Calhoun Financial Planning And Management
U.s. Bancorp Investments, Inc.
|Guncheon Financial, LLC||Minnetonka, MN||May 2010 - Current||10|
|Oak Grove, LLC||Barrington, RI||Jul 2015 - Oct 2015||< 1|
|Jamieson Capital Advisors, LLC||Minnetonka, MN||Dec 2014 - Jul 2015||< 1|
|Financial West Group||Westlake Village, CA||Jan 2014 - Nov 2014||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2010 - Dec 2013||3|
|Legacy Wealth Advisors, LLC||Minnetonka, MN||Jun 2010 - Dec 2010||< 1|
|Securities America, Inc.||La Vista, NE||Apr 2009 - Apr 2010||1|
|Princor Financial Services Corporation||Minnetonka, MN||Mar 2006 - Apr 2009||3|
|Principal Life Insurance||Minnetonka, MN||Mar 2006 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
Total Assets Under Management24MILLIONS
Total Number of Accounts305ACCOUNTS
Average Account Value$79,361
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IA, IL, MN, WI
Guncheon Financial LLC is an Investment Adviser registered with the State of Minnesota. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Please contact us at 952/449-4467 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Guncheon Financial with the account statements from your Custodian. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website: www.guncheonfinancial.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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