Theut Financial, LLC is a financial services firm focused on institutional fixed income, personalized wealth management and equity investing. Serving clients nationally, it works with credit unions, community banks, municipalities, insurance companies, foundations, pension funds, and individuals and families. The firm brings more than 30 years of market experience and reports having placed over $1 billion in fixed income investments.

Its services include bond portfolio construction and management across Treasuries, agency, corporate and municipal securities; institutional investment advisory; bond swaps and tax strategies; and FDIC-insured certificates of deposit and short-duration ladders. For individuals and families accepted on a case-by-case basis, Theut Financial offers retirement planning, 401(k) rollovers, wealth preservation, income strategies and personalized financial planning. Clients can also access stocks, exchange-traded funds, mutual funds, managed portfolios, diversified asset allocation, REITs and alternative income investments through LPL Financial.

Advisor Chris Theut works directly with clients. Advisory services are described as fiduciary, while securities and advisory services are offered through LPL Financial. Investing involves risk, including possible loss of principal.