Tanner John Sterk
Investment adviser representative at Nilsine Partners, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Nilsine Partners, LLCJul 2026 to now
- Capital Investment AdvisorsMay 2026 to Jul 2026
- Wela Strategies, Inc.Aug 2025 to Dec 2025
- Capital Investment AdvisorsJan 2025 to Apr 2026
- Capital Investment AdvisorsNov 2023 to Dec 2024
- Northwestern Mutual Wealth Management CompanyMay 2020 to Oct 2023
- Northwestern Mutual Investment Services LLCSep 2019 to Oct 2023
- Northwestern Mutual Life Insurance CompanySep 2019 to Oct 2023
- Charter CommunicationsDec 2014 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7168394
- Firm CRD
- 315694