Theory Financial

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    • Ryan C. Stout, CFP®
    • Thomas G. Braun, CFP®, ChFC®, CLU®
    • Charles (Chas) Nedele
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  • Home
  • Vision
  • Services Offered
  • About Us
    • Ryan C. Stout, CFP®
    • Thomas G. Braun, CFP®, ChFC®, CLU®
    • Charles (Chas) Nedele
  • Login & Contact

Charles (Chas) Nedele

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Charles (Chas) Nedele
Wealth Management Advisor
E: cnedele@theoryfinance.com
O: (720) 712-0371
C: (303) 895-8700
​
A:
 355 S. Teller Street Suite 200
Lakewood, CO 80226

Charles (Chas) Nedele

Wealth Management Advisor
Charles (Chas) Nedele, Wealth Management Advisor, has 17 years of financial services experience. Mr. Nedele graduated with a Bachelor of Science in Business from Indiana University Bloomington by Kelley School of Business, double majoring in Marketing and International Studies. 
 
Chas believes that trust is the cornerstone of any relationship, which is never given and always earned. This starts with doing the small things the right way. Through open communication, he better understands the client’s short-term & long-term financial goals and objectives. Chas strives to create peace of mind along with financial security for each of his clients, one interaction at a time.
 
Being from the Hoosier state, Chas is a basketball fanatic and water sports enthusiast.

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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.