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Member · The Life Group Financial Services

Keith T. Leverentz

CRD 4676424 · Named on Form ADV at one SEC-registered adviser

At a glance

The Life Group Financial Services, an SEC-registered wealth manager based in Dubuque, IA with $146 million in regulatory assets, lists Keith T. Leverentz on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Keith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Justin D SmithManaging Member & CCO, The Life Group Financial Services

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.