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DW

Daniel W. Weeks

NILSINE PARTNERS
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 5159118
DW

Professional summary

Daniel William Weeks, CFP® is a registered financial advisor currently at NILSINE PARTNERS, LLC located in Greenwood Village, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel William Weeks'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

November 22, 2022 - Present

NILSINE PARTNERS, LLC

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

January 14, 2020 - November 22, 2022

UMB ASSET MANAGEMENT, LLC

RIA
CRD#: 306374
Denver, CO
Past

October 21, 2014 - January 14, 2020

UMB FINANCIAL SERVICES, INC.

RIA
CRD#: 17073
DENVER, CO
Past

October 20, 2010 - June 30, 2014

SOUND STEWARDSHIP, LLC

RIA
CRD#: 129755
OVERLAND PARK, KS
Past

January 4, 2010 - September 16, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SALINA, KS
Past

January 4, 2010 - September 16, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SALINA, KS
Past

March 1, 2007 - December 23, 2009

WADDELL & REED

RIA
CRD#: 866
SALINA, KS
Past

January 18, 2007 - December 23, 2009

WADDELL & REED

BD
CRD#: 866
SALINA, KS

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(11/22/2022)
IAR
Texas
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/17/2007
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
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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

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