Guncheon Financial, LLC

Guncheon Financial, LLC (CRD# 277091) is a financial advisory firm headquartered in , . They manage $84,526,797 in 775 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
http://www.guncheonfinancial.com/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $109,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, IA, IL, KS, MI, MN, MO, WI

Financial Advisors at Guncheon Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kelly Guncheon, financial advisor Plymouth MN
Kelly F. Guncheon
CRD#: 5081486
Plymouth, MN

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.

2
Justin Smith, financial advisor Dubuque IA
Justin D. Smith
CRD#: 6091584
1545 Associates Drive, Suite 104, Dubuque, IA 52002

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.

3
Paul Thompson, financial advisor Westby WI
Paul M. Thompson
CRD#: 7326415
Westby, WI

Paul Thompson (CRD# 7326415) is an Investment Advisor Representative working at Guncheon Financial, LLC in Westby, WI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals