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2016-12-05T00:00:00.000Z

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Wrong Charles Lucius?

Charles Chuck Lucius

Chief Executive Officer

Gradient Financial Group LLC

HQ Phone: (800) 407-4137

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Gradient Financial Group LLC

4105 Lexington Ave. N.

Saint Paul, Minnesota 55126

United States

Company Description

Gradient Financial Group, LLC offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not direc ... more

Find other employees at this company (163)

Background Information

Education

North Dakota State University

Web References (32 Total References)


Gradient Financial Group, LLC | Our-team

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Charles Lucius


Gradient Financial Group, LLC | Experts

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Charles Lucius


Our Team | Gradient Investments

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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.


e was soon joined by his ...

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e was soon joined by his parents, Stephen and Monica Forte, and his brothers, Vincent, 11, and Dominic, 8.That's when Chuck Lucius, CEO of the Gradient Gives Back Foundation of Minnesota, told them what they were already starting to suspect: They had been chosen to receive a grant that would save their home from foreclosure and keep them financially afloat for another year and more."You're going to make me lose it," Monica Forte said, beginning to cry.

...
Lucius, still explaining why they were there, started to choke up, too. he nationwide outreach program assists families in financial need.
...
"Do something fun with this."He turned and tousled Tony's hair with his hand."He deserves a normal life," Lucius said.


Our Team | Gradient Financial Group

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

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