Ryan Charles Stout
Investment adviser representative at Theory Financial
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$319.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Theory Financial LLCApr 2019 to now
- TIAASep 2012 to Apr 2019
- TIAA-CREF Individual & Institutional Services, LLCSep 2012 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, WY).
Theory Financial
Legal name: Theory Financial LLC
$319.2MAssets managed
252Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5238710
- Firm CRD
- 304084