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AS

Aaron P. Seeman

NILSINE PARTNERS
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 5348205
AS

Professional summary

Aaron Patrick Seeman 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.

Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aaron has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

top-8-questions

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.
1) 1. Nilsine Partners 2. Investment related 3. 5675 DTC Blvd, Greenwood Village, CO 80111 4. Investment Advisory Services 5. Chief Experience Officer 6. 9/17/2021 7. 180 hrs/mo 8. 6.5 hrs during trading 9. Investment advice for individuals, families and trust services 2) 1. Fixed Insurance 2. Investment Related 3. 5675 DTC Blvd., Suite 175, Greenwood Village, CO 80111 4. Fixed / Traditional Insurance 5. Agent 6. 09/2021 7. 10 hrs/mo 8. 10 hrs during trading 9. Sales of Fixed / Traditional Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Patrick Seeman'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

December 3, 2007 - September 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENWOOD VILLAGE, CO
Past

June 22, 2007 - 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
(10/4/2021)
RR
Illinois
(10/4/2021)
RR
Kansas
(10/4/2021)
RR
Texas
(10/4/2021)
IAR
Texas
(5/13/2025)
RR
Utah
(10/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/2007
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)
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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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