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).
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Total Assets Under Management85MILLION
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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
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.
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.
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.