Kelly F. Guncheon,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly F. Guncheon, CFP®

ChFC

Financial Planner

Guncheon Financial, LLC

12250 48th Ave. N
Plymouth, MN 55442
FINANCIAL ADVISOR'S WEBSITE
(952) 449-4467 CONNECT WITH Kelly
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General

Kelly Guncheon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Guncheon Financial, LLC in Plymouth, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Guncheon Financial LLC is an Investment Adviser registered with the State of Minnesota. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website: www.guncheonfinancial.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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