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).
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Total Assets Under Management212MILLION
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Total Number of Accounts563ACCOUNTS
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Average Account Value$377,219
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX, WY
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.
Charles Nedele (CRD# 5030870) is an Investment Advisor Representative working at Theory Financial in Fort Collins, CO and has over 17 years of experience in the finance industry.
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.