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Chuck Allen

Advisor Image
Chuck Allen
Associate
.
Part of the Apeiro Wealth Group practice
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

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Want a quick, 15-minute update on the market? Join our Zoom this Friday, November 6th at 12:15pm Eastern: https://us02web.zoom.us/j/82915439353
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Happy Labor Day! We are out of the office today and will return on Tuesday.
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