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2012-01-31T00:00:00.000Z

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Wrong Charles Lucius?

Charles Chuck Lucius

Chief Executive Officer

Kovack Securities Inc

HQ Phone: (800) 407-4137

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Kovack Securities Inc

3740 SW Burlingame Circle

Topeka, Kansas 66609

United States

Company Description

At Kovack Securities, we are committed to your long-term success and to helping you remain ahead of the competition. We are the leader in building tomorrow's advisors, today. The industry is changing, and you need to be more than just a salesperson. We ... more

Find other employees at this company (140)

Background Information

Affiliations

Chief Executive Officer
Gradient Financial Group LLC

Education

North Dakota State University

many degrees and designations

Web References (71 Total References)


Our Team | Gradient Investments

annuity.kovackib.com [cached]

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 career, Chuck 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. Under his 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. He earned a reputation for operational excellence.
Currently, Chuck is founder and CEO of Gradient Financial Group. His 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.
Chuck resides in North Oaks, Minnesota with his wife Tami and enjoys spending time with his children, Megan, Brian, Nate, Chaz and Cruz.


Our Team | Gradient Financial Group

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Charles E. Lucius, CLU®, ChFC®, MSFS Chief Executive Officer Gradient Financial Group, LLC


Executive Team | Gradient Insurance Brokerage

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Charles E. Lucius, CLU®, ChFC®, MSFS Chief Executive Officer Gradient Financial Group, LLC


Our Experts | Gradient Financial Group

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Charles E. Lucius, CLU®, ChFC®, MSFS Chief Executive Officer and Founder Gradient Financial Group, LLC

...
Charles E. Lucius, CLU®, ChFC®, MSFS Chief Executive Officer and Founder Gradient Financial Group, LLC


Our Team | Gradient Advisors

annuity.kovackib.com [cached]

Charles E. Lucius, CLU®, ChFC®, MSFS Chief Executive Officer Gradient Financial Group, LLC

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