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Chuck Allison, CFP, ChFC, CLU

Chuck Allison, CFP, ChFC, CLU

Chuck Allison joined Oarsman Capital in January 2023 as a Senior Investment Advisor focusing on retirement, investment and insurance planning for individuals.

Prior to joining Oarsman, Mr. Allison was a Relationship Manager with Johnson Financial Group and Cleary Gull Advisors.  Before Cleary Gull, he ran his own financial planning practice at Northwestern Mutual.

Mr. Allison graduated from University of Wisconsin-Madison with a B.S. in Kinesiology.  He was awarded the Certified Financial Planner (CFP) designation from Certified Financial Planner Board of Standards Inc. in 2017.  Mr. Allison also has been awarded the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Planning.  In addition to these designations, Chuck holds active life, health and variable insurance licenses.