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Paul Thompson

Advisor at The Life Group Financial Services

Updated today

Location

Westby, WI

Credentials

Series 65

Industry experience

5 years

About

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Client services

Based on The Life Group Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The Life Group Financial Services

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Based on The Life Group Financial Services

Executive Founder/Business Owner

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Fee options

Percentage

$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%

Project-based
Subscriptions

Up to 1% of 401(k) account balance monthly or quarterly

Other

Account minimum: $250,000

Location

Westby, WI

Most active in

Texas · Wisconsin

Work history

Guncheon Financial, LLC

2020 - Present (6 years)

Living Waters Bible Camp

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeanne F

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Chaseburg, WI

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Jeanne Foss is a financial advisor at Inspire Advisors, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Inspire Advisors, she worked at Thrivent Financial and Thrivent Investment Management Inc. Jeanne also works as an engineer at Lumen Technologies, focusing on modernizing software infrastructure. Inspire Advisors is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice and employs a variety of investment strategies, often utilizing model portfolios and proprietary ETFs.

ESG / Sustainable investing
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Annuities Options & derivatives strategies
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Beau Schroeder is a financial advisor at Harbour Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to his advisory career, he worked for Sleepy Hollow Chevrolet Buick GMC for ten years. Schroeder also serves as a school board member for Kickapoo Area Schools. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Annuities Options & derivatives strategies
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Aaron C

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Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Michael C

Series 66

Viola, WI

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Michael Callan is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2017 and previously was with ICA Group Wealth Management, LLC, Investment Centers Of America, Inc., and Citizens First Bank. Callan is also involved with United Life Insurance Agency as an insurance agent focusing on life and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a variety of investment solutions, combining in-house research-driven model portfolios with third-party managers and customized arrangements to meet client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John M

Series 63, Series 66

Viroqua, WI

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John Mickelsen is a financial advisor with Thrivent Investment Management in Viroqua, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2003. Outside of his advisory role, Mickelsen is involved in agricultural activities, organizing a farm focused on fruit and vegetable raising and agri-tourism. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based analyses and written recommendations on various planning topics without implementing these recommendations directly.

Business ownership considerations
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