Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
1 year
Location
Dubuque, IA 52002
The Life Group Financial Services
Team
Keith Leverentz is a financial advisor with The Life Group Financial Services, holding Series 63 and Series 65 licenses. He has been with the firm since 2012 and also has experience with Guncheon Financial, LLC. Outside of his advisory role, Keith serves as an officer and church elder at The Great Adventure Church, where he provides Bible teaching and participates in leadership. The Life Group Wealth Partners, operating under Guncheon Financial, LLC, offers discretionary investment management and wealth consulting to individuals, families, executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and provides services including portfolio management, retirement-plan design, and educational seminars.
Based on The Life Group Financial Services
Based on The Life Group Financial Services
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Up to 1% of 401(k) account balance monthly or quarterly
Account minimum: $250,000
Dubuque, IA Associates Drive
1545 Associates Drive, Suite 104
Dubuque IA 52002
Advisors at this office
2
Illinois · Iowa · Minnesota
1 year of industry experience
Guncheon Financial, LLC
2025 - Present • 1 year
Dubuque, IA
Guncheon Financial, LLC
2025 - 2025 • 1 year
Plymouth, MN
The Life Group Financial Services
2012 - Present • 14 years
Dubuque, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®
Peosta, IA
Vestera Wealth LLC
Mark Stevens is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently the principal of Vestera Wealth LLC, an independent firm established in 2025. His prior experience includes roles at HTLF, ATCapital Management, and American Trust. Vestera Wealth LLC provides investment advisory and wealth management services to individuals, trusts, businesses, and charitable organizations, with a focus on high-net-worth clients. The firm employs a primarily long-term investment approach using ETFs, individual securities, mutual funds, structured products, and alternative investments, combining multiple analytical methods and ongoing oversight of independent managers.
CFP®, Series 63
Dubuque, IA
Stackstone Wealth, LLC
Ricky Winslow is a financial advisor at StackStone Wealth, LLC with over 32 years of industry experience. He holds the CFP® designation and Series 63 license and has previously worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, Winslow manages RLW, LLC, a consulting business focused on operations and management. StackStone Wealth provides investment management, financial planning, ERISA plan advisory, and third-party manager selection services to institutions, retirement plans, trusts, and individuals. The firm combines active and passive investment strategies with diversified asset allocation and tactical approaches, managing approximately $1.49 billion across several thousand accounts.
Series 66
Dubuque, IA
Stackstone Wealth, LLC
Aiden Dunne is a financial advisor at Stackstone Wealth, LLC in Dubuque, IA, holding a Series 66 designation with one year of industry experience. Prior to joining Stackstone Wealth, he worked at Ameriprise and GreatAmerica Financial Services. Stackstone Wealth provides investment management, financial planning, ERISA plan advisory, and manager selection services to institutions, retirement plans, trusts, and individual clients. The firm combines active and passive management with tactical asset allocation and uses independent managers and alternatives where appropriate.
Series 63, Series 65
Dubuque, IA
Stackstone Wealth, LLC
Gary Rowan is a financial advisor at Stackstone Wealth, LLC with 30 years of industry experience. He held positions at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 1998 to 2026 before joining Stackstone Wealth. Rowan manages GLCR, LLC, where he serves as lead consultant. StackStone Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for institutions, retirement plans, trusts, and individuals. The firm blends active and passive management strategies and employs tactical asset allocation, managing approximately $1.49 billion across several thousand accounts.
Series 65
Dubuque, IA
Rosemeyer Management Group
Frank Ortiz is a financial advisor at Rosemeyer Management Group in Dubuque, IA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, and Dutrac Community Credit Union. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach tailored to individual client needs.
CFP®, Series 66
Dubuque, IA
Stackstone Wealth, LLC
Joseph Leibfried is a CFP® with 13 years of industry experience, currently serving at Stackstone Wealth, LLC. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 14 years. He is also the owner of JBL, LLC and is involved with the nonprofit organization 100 Men Who Care: Tri-State Area. Stackstone Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to institutions, retirement plans, trusts, and individual clients. The firm manages approximately $1.49 billion and employs a blend of active and passive investment strategies with diversified asset allocation and the use of independent managers and sub-advisors.
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