Guncheon Financial, LLC

Guncheon Financial, LLC (CRD# 277091) is a financial advisory firm headquartered in Minnetonka, MN. They manage $10,000,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Guncheon Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Kelly F. Guncheon
CRD#: 5081486
14451 Highway 7, Suite 212, Minnetonka, MN 55345

Kelly Guncheon (CRD# 5081486) is an Investment Advisor Representative working at Guncheon Financial, LLC in Minnetonka, MN and has over 10 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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