Invested Better
Unclaimed

Unclaimed

Unclaimed

Calvin L Theus

Weild & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Calvin? Claim Your Profile

About Calvin L Theus

Calvin L. Theus is a financial advisor in Boulder, Colorado. Calvin has been working in the financial industry since 1993. Calvin currently works for Weild & Co., a firm headquartered in Boulder, Colorado. Calvin holds the Series 7, Series 63, and Series 7TO licenses.

Firm Information

Calvin Theus is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Calvin Theus’s Registration & Firm History

CO

09/13/2021 - Present

Weild & Co. (BOULDER CO)

TX

08/18/1998 - 12/20/1999

AMHERST SECURITIES GROUP, INC. (AUSTIN TX)

MO

03/11/1997 - 07/06/1998

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

AR

01/26/1996 - 02/12/1997

LLAMA COMPANY (FAYETTEVILLE AR)

TX

08/18/1994 - 01/17/1996

COASTAL SECURITIES L.P. (HOUSTON TX)

TX

10/26/1993 - 08/29/1994

HART SECURITIES, INC. (HOUSTON TX)

NA

06/15/1993 - 10/20/1993

F.N. WOLF & CO., INC.

Not sure if Calvin L Theus is right for you?

Licenses & Designations

BC

Issued 07/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Calvin L Theus. Review regulatory record here.
Not sure if Calvin L Theus is right for you?