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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guncheon Financial, LLC | Minnetonka, MN | May 2010 - Current | 13 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
- CA
- CO
- IL
- IA
- KS
- MN
- MO
- WI
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Total Assets Under Management85MILLIONS
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Total Number of Accounts775ACCOUNTS
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Average Account Value$109,067
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, IA, IL, KS, MI, MN, MO, 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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