Luke James Swirtz
Investment adviser representative at The Life Group Financial Services
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- The Life Group Financial ServicesJan 2026 to now
- City of CarverFeb 2015 to now
- Ael Financial Services, LLCFeb 2024 to Jan 2026
- American Equity Investment Life Insurance CompanyFeb 2023 to Jan 2026
- Allianz Life Financial Services LLCJun 2016 to Feb 2023
- Allianz Life Insurance Company of North AmericaOct 2014 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6662601
- Firm CRD
- 277091