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Theodore Carl Kouba

CFP®
DENVER, CO
·CRD# 6295563·12 years experience

Professional Summary

Theodore Carl Kouba, CFP®, who also goes by Ted Kouba, was a registered financial advisor. Theodore was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Theodore had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ted Kouba

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

12 years in the financial services industry

Current & Past Employments

Unknown Firm·
501 S. Cherry Street Suite 490, Denver, CO 80246
October 7, 2026 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Denver, CO
August 1, 2024 - October 9, 2026
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Denver, CO
September 24, 2020 - July 31, 2024
THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
Denver, CO
August 25, 2020 - October 9, 2026
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Denver, CO
March 25, 2014 - September 23, 2020
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Denver, CO
March 11, 2014 - September 23, 2020

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Current Firm

No current employment

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

2378 XANTHIA POSITION: Joint Owner NATURE: This is a rental property owned by my wife and me.It is managed by a property manager, and our role is fairly passive, though the property manager does discuss and ask for approval on major maintence items, and while she screens potential applicants we make the final decision. We have very little direct contact with the tenants, and no one I have ever worked with on any basis has been a tenant, or will be, to the best of my knowledge. Our current goal regarding the property is to break even, and pay down debt so it will eventually provide income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: 2378 Xanthia St, Denver CO 80238, United States DESCRIPTION: We are fairly passive, but we final decision makers regarding things like major maintenance issues, rent, final tenent approval, etc. We aren't involved in the day to day, but still are interested property owners. FIXED INSURANCE POSITION: Agent NATURE: Fixed/Traditional Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 501 S. CHERRY STREET, SUITE 490, Denver CO 80246, United States DESCRIPTION: Sales of Fixed/Traditional Insurance products SKI TIP RANCH RENTAL POSITION: Co-Owner NATURE: Rental Property to provide income for debt service initially, and retirement income eventually. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2017 ADDRESS: 226 Alpern Rose PL, #8723, Keystone CO 80435, United States DESCRIPTION: A property management company will be used to handle marketing, bookings, and set rates. I will ensure bills are paid and handle any required maintenance and repairs.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(10/7/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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