AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TF

Teresa L. Friess

NILSINE PARTNERS
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 1931530
TF

Professional summary

Teresa Lee Friess, who also goes by Teresa Lee Crook, Teresa Crook, Teresa Lee Edingfield, is a registered financial advisor currently at NILSINE PARTNERS, LLC located in Greenwood Village, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Greenwood Village, Colorado.

Teresa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Teresa has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Teresa Lee Crook | Teresa Crook | Teresa Lee Edingfield

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.
1) 1. Nilsine Partners, LLC 2. Investment Related 3. 5675 DTC Blvd. Ste 175 4. Investments and planning 5. Chief Compliance Officer 6. 09/17/2021 7. 220 hrs/mo 8. 37 hrs during trading 9. Investments, compliance, planning 2) 1. Fixed Insurance 2. Investment Related 3. 5675 DTC Blvd, Suite 175, Greenwood Village, CO 80111 4. Fixed / Traditional Insurance 5. Agent 6. 9/2021 7. 10 hrs/ mo 8. 10 hrs during trading 9. Sales of fixed / traditional products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Lee Friess's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 17, 2021 - Present

NILSINE PARTNERS, LLC

Office #1: 5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111
RIA
CRD#: 315694
Greenwood Village, CO
Current

September 17, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5675 Dtc Blvd Suite 175, Greenwood Village, CO 80111
BD
CRD#: 35747
Greenwood Village, CO
Past

January 11, 2005 - September 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past

March 21, 1989 - September 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NILSINE PARTNERS, LLC
NILSINE PARTNERS | NILSINE PARTNERS, LLC

CRD#: 315694 / SEC#: 801-122071

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/3/2021)
RR
Colorado
(9/17/2021)
IAR
Colorado
(9/17/2021)
RR
Florida
(11/10/2021)
RR
Texas
(5/13/2025)
IAR
Texas
(5/13/2025)
RR
Utah
(10/18/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/10/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/1989
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NP
NILSINE PARTNERS, LLC
NILSINE PARTNERS | NILSINE PARTNERS, LLC

CRD#: 315694 / SEC#: 801-122071

RIA
Registered Investment Advisory firm - (8/12/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 529-5800
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,510
AUM (Assets Under Management)$ 1,711,323,950

Red Flags

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.

Company Information

NILSINE PARTNERS, LLC

CRD#: 315694Greenwood Village, CO 80111

TRUST BUT VERIFY

Monitor Teresa Friess

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.