The Right Financial Advisor

Charles H. Lundeen, Jr.

AROGOS


Oklahoma City, OK


CONTACT INFO

Company:

AROGOS

Phone:

4052330924

ADDRESS

Charles H. Lundeen, Jr.
9901 N May Avenue Suite 100
Oklahoma City, OK 73120

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FINANCIAL ADVISOR PROFILE


Charles H. Lundeen, Jr.



OTHER FINANCIAL ADVISOR INFO



AROGOS
Advocates for Financial Freedom

Charles H. Lundeen, Jr., CFS

Chuck is President and Senior Advisor for Arogos.  Prior to his creation of Arogos, 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 Arogos firm 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.  Family is a priority for Chuck and his wife who reside in Oklahoma City.  They have two children, both attending college. His life experience with family loss, long term care and retirement needs are an asset to his family, friends and clients.

 

Arogos
9901 N. May Avenue, Suite 100
Oklahoma City, OK  73120

clundeen@financialguide.com

405.233.0924

405.233.0607 Assistant

877.256.8084 Fax

 

Education: University of Oklahoma, BBA in Management

 

Securities Licenses: 6, 7, 63 and 65

 

Insurance Licenses: Life, Health and Variable Life Insurance

 

Affiliation 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



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