The Life Group Financial Services

CRD 277091 · Dubuque, IA · $146.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 277091
SEC number: 801-131551
Firm type: RIA
Assets under management: $146.2M as of May 4, 2026
Website: www.thelifegroupllc.com ↗
Phone: 563-587-7840
Address: 1545 Associates Drive, Dubuque, IA, 52002

Advisors at this firm

5 in our index · page 1 of 1

Keith Thomas LeverentzCRD 4676424 · Dubuque, IA

IA Registered

Disclosure event(s) on record
Justin D SmithCRD 6091584 · Dubuque, IA

IA Registered
Benjamin John StrautmannCRD 7364726 · Fremont, MI

IA RegisteredRegistration inactive
Luke James SwirtzCRD 6662601 · Minneapolis, MN

IA RegisteredRegistration inactive
Paul Matthew ThompsonCRD 7326415 · Westby, WI

IA Registered

Source & corrections

Where this page comes from

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