Daniel William Weeks
Investment adviser representative at Nilsine Partners, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nilsine Partners, LLCNov 2022 to now
- Umb Family WealthJan 2020 to Nov 2022
- Umb BankAug 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Nilsine Partners, LLC
$1.9BAssets managed
559Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5159118
- Firm CRD
- 315694