SEC CRD #801-122366
Theory Financial - Home Home Vision Services Offered About Us Ryan C. Stout, CFP Thomas G. Braun, CFP , ChFC , CLU Charles (Chas) Nedele Login & Contact Home Vision Services Offered About Us Ryan C. Stout, CFP Thomas G. Braun, CFP , ChFC , CLU Charles (Chas) Nedele Login & Contact Theory: noun | thir- \ 1. A set of principles on which the practice of an activity is based. 2. A belief, policy, or procedure proposed as the basis of action. Learn More ADV P2A Form CRS Privacy Policy Website Disclaimer Theory Financial LLC dba Theory Financial is an SEC registered investment adviser . The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board s initial and ongoing certification requirements.
RYAN CHARLES STOUT
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
📞 (970) 305-4649
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AUM
$319M
Location
FORT COLLINS, CO
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