Charles Lundeen, Jr., CFS®

AROGOS

Advocates for Financial Freedom

Charles H. Lundeen, Jr., CFS

Chuck is President and Senior Advisor for Arogos.  Prior to his creation of, Chuck was a Financial Advisor with MassMutual in Oklahoma City and then Joined UBS Financial Services, Inc. also in Oklahoma City, OK.  He is a graduate of the University of Oklahoma with a BBA in Management. Chuck enjoys being a frequent speaker on comprehensive financial planning with an emphasis on financial freedom. The Arogosfirm along with all advisors and staff are proud to uphold the Advocates for Financial Freedom focus for each client’s unique needs and goals.

Chuck contributes to his community through several avenues including his Church, University, Foundations and School Systems. Chuck’s planning practice focuses on individuals, medical practices, small and large business owners and employee benefits.  His life experience with family loss, long term care and retirement needs are an asset to his family, friends and clients.

Education:

University of Oklahoma, BBA in Management

Securities Licenses:

6, 7, 63 and 65

Insurance Licenses:

Life, Health and Variable Life Insurance

tion and Designations:

Certified Fund Specialist

Outstanding Achievement Award, UBS Financial Services, Inc., 1999

Outstanding Associate Award, MassMutual Financial Group, 1995

Member of Oklahoma City Association of Insurance and Financial Advisors

Member of Chapel Hill United Methodist Church

Past President of OU Club of Greater Oklahoma City

Boy Scouts of America Pack 164 Past Den Leader/Pack Leader

Past Chairman and current Board Member of the Putnam City Public Schools Foundation

Member of the Business Boosters Club

Charles H. Lundeen, Jr. CFS

9901 N. May Avenue, Suite 100

Oklahoma City, OK  73120

clundeen@financialguide.com 405.233.0924

405.233.0607 Assistant

877.256.8084 Fax

Charles H. Lundeen, Jr., is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SPIC. (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300. Arogos is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.