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Chuck Allen

Advisor Image
Chuck Allen
Financial Advisor
.
Part of the Apeiro Wealth Group practice
2441 West State Road 426, ste 1061
Oviedo, FL 32765
Hi, I'm Chuck! It's a pleasure to meet you...
Hi, I'm Chuck! It's a pleasure to meet you...

Financial anxiety and stress can be intimidating at times. Whether you’re just starting out in budgeting or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Tell me where you're at today. Driven by your specific goals and values, I'll draw on my and my team's expertise and experience to help you understand your finances, provide clarity, and to map out a path to a more secure financial future, abundant living, and generous giving.


I live in the Winter Springs, FL area near my family which includes my parents, two older brothers, and their families! Having two nieces and two nephews keeps me on my toes, especially around the holidays. I delight in quality time with my family and friends and enjoy outdoor activities, including golfing and east coast sunrises. I grew up at St. Luke's Lutheran Church and School in Oviedo and continue living a life with a servant heart.


Specializing in:

  • Budgeting, Saving & Debt Elimination
  • Life Insurance & Protection
  • Investments & Wealth Building
  • Retirement Planning
  • Disability & Extended Care Insurance


My Core Values and Guiding Life Principles:

  1. Faith
  2. Family & Friends
  3. Generosity
  4. Encouragement
  5. Adventure


Licenses, Registrations & Education:

  • FINRA Series 7 General Securities Representative.
  • FINRA Series 66 Uniform Combined State Law.
  • Life & Health Insurance License in FL, GA, NC, SC, TX.
  • B.S. from University of Central Florida (Charge on!)



Proudly serving the residents of Oviedo, Winter Springs, Orlando and throughout the Central Florida area. Also licensed in the states of GA, NC, SC, & TX.

My qualifications
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • Florida
  • Georgia
  • North Carolina
  • South Carolina
  • Texas

Insights

View all 
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Happy Labor Day! We are out of the office today and will return on Tuesday.
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Join us on zoom for a quick market update this Friday 09/04 for Fifteen-Minute Friday! Zoom Link: https://us02web.zoom.us/j/82915439353
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We’re hiring! Apeiro Wealth Group is growing! We’re in search of an Office Professional who will work in person at our Oviedo Office Monday-Friday from 8:30am-5:00pm. POSITION SUMMARY: Our Office Professional will be the first point of contact for our clients. A successful Office Professional must be an effective communicator who speaks clearly and is personable and welcoming when greeting our clients. You will assist with the day-to-day operations of the office by answering phone calls, greeting our clients, preparing documents for meetings, and managing the calendars of our Financial Advisors. The Office Professional reports to the Director of Engagement and is employed by Apeiro Wealth Group DUTIES & RESPONSIBILITIES: • Greet in-person clients, both scheduled and non-scheduled, as first point of contact • Handle incoming telephone calls to Apeiro Wealth Group and respond to requests for information • Manage office voicemail • Maintain calendars for Advisors, adjusting to scheduling needs on a weekly basis • Track and update communication needs • Perform routine administrative duties such as maintaining office supplies and processing mail • Assist in planning and inviting clients to events • Complete and follow up on documents and applications to ensure processing • Schedule meetings on behalf of Advisors • Update CRM with contact and preference information • Assist Financial Advisors in the preparation and follow up for the client/member meetings • Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed • Maintain professional appearance and cleanliness of reception and conference room, including light cleaning and trash removal • Complete other miscellaneous tasks as assigned REQUIRED QUALIFICATIONS: • Excellent communicator with a high level of in-person, phone and written communication skills • Positive outlook regardless of circumstances, workload, external issues • Solution-oriented mindset, able to proactively remedy issues that arise • Ability to work effectively with various personalities and work styles while adapting quickly and efficiently to changing priorities and needs • Strong attention to detail • Self-motivated and inherently accountable to doing excellent work and providing world-class service • Ability to maintain the highest ethical, confidential, and professional standards • Proficient in Microsoft Office Suite, Outlook (experience with CRMs such as Salesforce preferred) ABOUT US: Apeiro Wealth Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Our Advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. HOW TO APPLY Email your resume to ApeiroWealthGroup@thrivent.com with subject Office Professional.
Office location
Oviedo Location
2441 West State Road 426, ste 1061
Oviedo, FL 32765
Phone407-542-3986Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations