Theory Financial

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    • 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

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Address:
Theory Financial
2580 East Harmony Rd. Suite 201
Fort Collins, CO 80528

Phone / Fax:
(O):  970-305-4649 
(C):  307-760-3637
(F): 855 824-7474

Email:
(E): info@theoryfinance.com
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You are now leaving the Theory Financial LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
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Schwab is a registered broker-dealer, and is not affiliated with
Theory Financial LLC or any advisor(s) whose name(s) appears on this website. Theory Financial LLC is independently owned and operated. Schwab neither endorses nor recommends Theory Financial LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Theory Financial LLC under which Schwab provides Theory Financial LLC with services related to your account. Schwab does not review the Theory Financial LLC website(s), and makes no representation regarding the content of the Website(s). The information contained in the Theory Financial LLC website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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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.