Theory Financial

Theory Financial (CRD# 304084) is a financial advisory firm headquartered in Fort Collins, CO. They manage $212,374,282 in 563 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2580 Harmony Road, Suite 201, Fort Collins, CO 80528
https://www.linkedin.com/company/theory-financial/
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $377,219
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX, WY

Financial Advisors at Theory Financial
Showing 1 - 3 of 3 top financial advisors.
1
Thomas Braun, financial advisor Fort Collins CO
Thomas G. Braun
CRD#: 3262722
2580 Harmony Road, Suite 201, Fort Collins, CO 80528

Thomas Braun (CRD# 3262722) is an Investment Advisor Representative working at Theory Financial in Fort Collins, CO and has over 19 years of experience in the finance industry.

2
Charles Nedele, financial advisor Lakewood CO
Charles L. Nedele
CRD#: 5030870
355 S Teller St, Suite 200, Lakewood, CO 80226

Charles Nedele (CRD# 5030870) is an Investment Advisor Representative working at Theory Financial in Lakewood, CO and has over 17 years of experience in the finance industry.

3
Ryan Stout, financial advisor Fort Collins CO
Ryan C. Stout
CRD#: 5238710
2580 Harmony Road, Suite 201, Fort Collins, CO 80528

Ryan Stout (CRD# 5238710) is an Investment Advisor Representative working at Theory Financial in Fort Collins, CO and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals