Theodore
Kouba

Thrivent Advisor Network, LLC

CRD#6295563
Investment Advisor
in Denver, CO

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About this Advisor

Theodore Kouba is a financial advisor based in Denver, Colorado, working with Thrivent Advisor Network, LLC. Theodore has previously held positions at Thrivent Investment Management Inc, Thrivent Financial, Thrivent Advisor Network, LLC D/B/A 5280 Associates, and Purshe Kaplan Sterling Investments, Inc. Theodore has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Theodore is part of Thrivent Advisor Network, LLC, which operates out of Denver, Colorado. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$6,163,786,512

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

164

CO Average: 157
Total Number of Accounts

28,513

CO Average: 8,262
Average Account Size

$216,175

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

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

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

Blair Greenwood
Minneapolis, MN
Benjamin Scheef
Minneapolis, MN
Joanna Franek
Minneapolis, MN
Bryan Fawcett
Minneapolis, MN
Andrew Walker
Minneapolis, MN
Cuyler Prichard
Minneapolis, MN
Eric Schneider
Denver, CO
Theodore Kouba
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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