Theory Financial

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  • 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

Website Disclaimer

Theory Financial, LLC dba Theory Financial is an SEC registered investment adviser.

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offers to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. 

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE. 

All domestic and international rights are reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from Theory Financial. LLC dba Theory Financial. 

Website Privacy: 


Theory Financial. LLC dba Theory Financial is concerned about your right to privacy. When you visit our website, the following data is collected: 

• The type of browser used 
• Geographical region the connection is originating from 
• Date and time of the connection 
• Pages visited during the connection 
• Date and time the connection was severed 

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found on our privacy statement. 

If you have questions or concerns about our policy, please contact us at
 970-305-4649 or rstout@theoryfinance.com.

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.