With a deep passion for knowledge, Charles E. "Chuck" Lucius has earned many degrees and designations, but it was serving as a pilot in the United States Air Force that he found a deeper passion for freedom and the boundless opportunity it affords.
Over the course of his
has attained the following designations: Series 7, 24, 63, 65 as well as CLU, CHFC, CFP and a Masters in Financial Sciences (MSFS).
In 1975, Chuck began his career in the insurance industry with Prudential Life Insurance Company.
He successfully served in the field and in numerous leadership roles to include Estate Planning Specialist, Director of Advanced Marketing, and Director of Fee-Based Financial Planning.
Chuck also served as Managing Director overseeing the leading Prudential Agency in Minnesota earning Prudential's highest honors as the recipient of The President's Citation.
In 2001, Chuck began his tenure as President and Principal of Personalized Brokerage Services, LLC / USAllianz Securities.
leadership, the organization grew to become an industry leader from a group of 15 professionals to a team of over 150 professionals and 200 + Registered Representatives.
Annual premium soared under his
leadership, and a wealth management business model was created which included fixed annuities, securities, long-term care and life insurance divisions as well as a top-tier practice management program.
earned a reputation for operational excellence.
Currently, Chuck is founder and CEO of Gradient Financial Group.
organizations provide a cutting-edge platform which emphasizes his
passion for maintaining independence for agents within the financial services industry.
Chuck also serves on numerous Insurance Company Leadership Councils.
resides in North Oaks, Minnesota with his wife Tami and enjoys spending time with his children, Megan, Brian, Nate, Chaz and Cruz.