The Life Group Financial Services
The Life Group Financial Services is an SEC-registered mass-market adviser in Dubuque, IA with $146.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns The Life Group Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277091, SEC 801-131551, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $146.2M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Location
- Dubuque, IA
- Employees
- 4
- Clients
- 1,258
- CRD
- 277091
- Ownership
- GUNCHEON, KELLY, FRANCIS; LEVERENTZ, KEITH, THOMAS; SMITH, JUSTIN, D
How much AUM does The Life Group Financial Services have?
The Life Group Financial Services reported $146.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns The Life Group Financial Services?
Disclosed owners and executives of The Life Group Financial Services include GUNCHEON, KELLY, FRANCIS, LEVERENTZ, KEITH, THOMAS, SMITH, JUSTIN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.