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

Thomas G. Braun

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Thomas G. Braun, CFP®, ChFC®, CLU®  
Senior Wealth Management Advisor
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E: tbraun@theoryfinance.com
O: (720) 712-0369
C: (303) 960-6872
A: 355 S. Teller Street Suite 200
Lakewood, CO 80226


Thomas G. Braun, CFP®, ChFC®, CLU®

Senior Wealth Management Advisor
Thomas Braun, Senior Wealth Management Advisor at Theory Financial, has 18 years of financial planning experience. Mr. Braun graduated from the University of Wisconsin and later received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. He's also attained his CERTIFIED FINANCIAL PLANNER™ designation.
 
Over the years, Thomas has developed a specialized process of working with clients from many diverse backgrounds, including business owners, executives, doctors, and educators. Mr. Braun has a passion for meeting clients where they are, diagnosing their current position, and prescribing a plan of action to help accomplish their short and long-term goals. His experience and expertise have helped hundreds of individuals and families across the nation feel more confident and in control of their financial security. 
 
When Thomas is not partnering with clients, he and his wife Mary can be found at the park with their three young children, Sophie and twins Sam and Ellie.

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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.