CRD: 277091
THE Life Group Financial Services
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2015
- Office Locations
- 4
Office Locations
About THE Life Group Financial Services
Guncheon Financial is an independent RIA providing holistic financial planning and advice with a relationship-first service model. In September 2025, long-time team members Keith Leverentz and Justin Smith assumed ownership, maintaining continuity for legacy clients while expanding the practice nationwide. The firm supports business owners and families with retirement, tax/estate, and risk management planning, implementing diversified portfolios using mutual funds, ETFs, and fixed income (custodied at Charles Schwab).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEITH THOMAS LEVERENTZ
--
- CRD
- #4676424
- Ownership
- 50% but less than 75%
JUSTIN D SMITH
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6091584
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BENJAMIN JOHN STRAUTMANN
Investment Advisor Representative
- CRD
- #7364726
Luke James Swirtz
--
- CRD
- #6662601
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,201,122 | $77,849 |
| Non-Discretionary | $0 | -- |
| Total | $146,201,122 | $77,849 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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