Robert W. Baird & Co.
47yrs
Top advisor by experience in Minnetonka
30yrs
Theodore Ecker has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Minnetonka, Minnesota. After eight years at Quantitative Advantage and four years at QA Investment Services, Theodore joined Captrust in 2023, a firm offering financial planning, investment management, and private fund management. Captrust reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 461 advisors with offices in Minnetonka, and one of 355 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience at Captrust
Office701 Carlson Parkway Suite 420, Minnetonka, MN 55305
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCaptrustCurrent firm
- 2015 – 2023Quantitative Advantage, LLCPreviously
- 2014 – 2018QA Investment Services, LLCPreviously
- 2009 – 2011Madison Avenue Securities, LLCPreviously
- Jan 2009 – Mar 2009Madison Avenue Advisors, Inc.Previously
Contact Theodore
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Theodore. 701 Carlson Parkway Suite 420Minnetonka, MN 55305Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Theodore
Tailored to Theodore’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Theodore
How do I contact Theodore?
Call Captrust at (919) 870-6822 and ask for Theodore Ecker. Theodore works from the Minnetonka, MN office.
How long has Theodore been a financial advisor?
Theodore has been in the industry since 1996, about 30 years. Top 14% by experience at Captrust.
What licenses does Theodore hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Theodore a fiduciary?
Theodore is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Theodore paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Theodore for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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