Charles Leland Nedele
Chief Operating OfficerTheory Financial LLCCRD 5030870
About Charles Leland Nedele
Charles Leland Nedele is listed as Chief Operating Officer at Theory Financial LLC in Fort Collins, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Theory Financial LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Leland Nedele work?
Charles Leland Nedele is listed as Chief Operating Officer at Theory Financial LLC on SEC Form ADV.
How much of Theory Financial LLC does Charles Leland Nedele own?
Form ADV reports a beneficial ownership band of Under 5%.
Theory Financial LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |