Theodore
Kouba

Thrivent Advisor Network, LLC

CRD#6295563
Investment Advisor
in Denver, CO

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About this Advisor

Theodore Kouba is a certified financial planner based out of Denver, Colorado, with 3 years of industry experience. Kouba is an advisor for Thrivent Advisor Network, LLC. During their career, Kouba has held roles at Thrivent Investment Management Inc, Federal Fruit & Produce Co, Thrivent Financial, Thrivent Advisor Network, LLC D/B/A 5280 Associates and Purshe Kaplan Sterling Investments, Inc. Kouba holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado. Thrivent Advisor Network, LLC is an advisory company that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 34 locations and a total of 134 employees. It controls $5 billion in assets across its 26,501 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 17 charities and foundations. Of its 26,501 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets. Thrivent Advisor Network, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically are based on which service is provided. Fees charged by Thrivent Advisor Network, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

501 S Cherry St, Suite 490
Denver, CO 80246

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

CO Average: $5,289,111,388
Total Number of Employees

134

CO Average: 157
Total Number of Accounts

26,501

CO Average: 8,262
Average Account Size

$190,877

CO Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Theodore Kouba Work History

Theodore has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Thrivent Advisor Network, LLC D/B/A 5280 Associates

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2014 - 2020 (6 years)

Thrivent Investment Management Inc

2014 - 2014 (< 1 year)

Thrivent Financial

2014 - 2020 (6 years)

Thrivent Financial

1993 - 2013 (20 years)

Federal Fruit & Produce Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theodore Kouba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Advisor Network, LLC

Kaitlyn Hedger
Minneapolis, MN
Eric Schneider
Denver, CO
Matthew Stockman
Minneapolis, MN
Bryant Hayes
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Gretchen Duda
Camp Hill, PA
Nicholas Freas
Denver, CO
Lori Sherman
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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