Justin Smith (CRD# 6091584) is an Investment Advisor Representative working at Guncheon Financial, LLC in Dubuque, IA and has over 11 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guncheon Financial, LLC | St. Louis Park, MN | Jan 2018 - Current | 6 |
| The Life Group | Dubuque, IA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CA
- CO
- IL
- IA
- KS
- MN
- MO
- WI
-
Total Assets Under Management85MILLIONS
-
Total Number of Accounts775ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.