Chuck graduated from Oklahoma State University with a degree in Business Management and is now in his 21st year in the Financial Services industry. Chuck joined Waddell & Reed in Kansas City in 1997 and has been trained in comprehensive financial planning. Now in his 11th year at Caudle Financial Group, his investment platform offers Retirement Planning, Fee-Based Planning, Real Estate Investment Trusts, and 401(k) Plans.
Chuck is licensed for general securities (including stocks, bonds, mutual funds), and annuities. He is also licensed for accident, life, and health insurance needs.