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This profile was last updated on 10/19/14  and contains information from public web pages and contributions from the ZoomInfo community.

Charles Chuck Lucius

Wrong Charles Chuck Lucius?

President and Principal

Personalized Brokerage Services , LLC
 
Background

Employment History

Education

  • many degrees and designations
32 Total References
Web References
Gradient Financial Group, LLC | Our-team
www.gradientfinancialgroup.com, 19 Oct 2014 [cached]
Charles Lucius
Gradient Insurance Brokerage : Founders
life.gradientib.com, 27 Mar 2011 [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 where 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, LLC. His organizations provide a cutting edge platform which emphasizes his passion for maintaining independence within the financial services industry. Chuck serves on numerous insurance company leadership councils.
Our Experts | Gradient Financial Group
annuity.kovackib.com, 31 Jan 2012 [cached]
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 Investments
annuity.kovackib.com, 31 Jan 2012 [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 Experts | Gradient Investments
annuity.kovackib.com, 31 Jan 2012 [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.
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