Keith Thomas Leverentz
Investment adviser representative at The Life Group Financial Services
13 yearsExperience
3 statesRegistered in
$146.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Guncheon Financial, LLCJun 2025 to now
- The Life Group Financial ServicesNov 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, MN).
The Life Group Financial Services
Legal name: Guncheon Financial LLC
$146.2MAssets managed
1,258Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4676424
- Firm CRD
- 277091