The Life Group Financial Services

Overview

The Life Group Financial Services is an SEC registered investment adviser based in Dubuque, IA, registered since 2015. It reports $146M in assets under management across 1,878 accounts, with 4 employees. It has 5 investment adviser representatives.

Reported AUM

$146M

Discretionary

100%

Accounts

1,878

Average account

$77.8K

Employees

4

Advisory reps

5

Registered since

2015

Jurisdictions

13

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Justin D Smith Managing Member, Chief Compliance Officer CRD 6091584
• Keith Thomas Leverentz Member CRD 4676424

Advisory reps 3 of 5

• Keith T Leverentz Insurance Agent · Investment Adviser Rep CRD 4676424
• Justin D Smith Insurance Agent · Investment Adviser Rep CRD 6091584
• Benjamin John Strautmann Insurance Agent · Investment Adviser Rep CRD 7364726

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1545 Associates Dr Ste 104
Dubuque, IA 52002

County

Dubuque

Metro area

Dubuque, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: thelifegroupllc.com

Every state, with registration dates

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