Unclaimed
Theodore Carl Kouba is a financial advisor with Thrivent Advisor Network, LLC. Theodore has been a financial advisor for 10 years. Theodore has a Series 66 license, Series 7 license, and a SIE license. Theodore has previously worked at PURSHE KAPLAN STERLING INVESTMENTS and THRIVENT INVESTMENT MANAGEMENT INC. Theodore is registered in Colorado and has experience in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
08/25/2020 - Present
Thrivent Advisor Network, LLC (Denver CO)
CO
09/24/2020 - 07/31/2024
PURSHE KAPLAN STERLING INVESTMENTS (Denver CO)
CO
03/11/2014 - 09/23/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Denver CO)
BOTH
Issued 03/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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