Kelly Guncheon, financial advisor Minnetonka MN

Kelly Guncheon

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Kelly F. Guncheon
Phone Number: 952-449-4467
Registered State(s):
  • IL
  • MN
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $79,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, MN, WI

Firm Disclaimer:

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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