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RIA / WealthAdvisorCertified Financial Planner19 years in industry

DANIEL WILLIAM WEEKS

Advisor at NILSINE PARTNERS, LLC

GREENWOOD VILLAGE, CO

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Search this name across graphsid dfx:ria:acdb1b17-a2df-8db4-8cdd-d109022e4995

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NILSINE PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 31, 2007
First registration: Mar 1, 2007
Dual registered: no
IAPD individual key: 5159118

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NILSINE PARTNERS, LLC	Independent wealth	Nov 22, 2022	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
UMB PRIVATE WEALTH MANAGEMENT, LLC	Mixed wealth	Jan 14, 2020	Nov 22, 2022	no	Denver, CO	Previous registration
UMB FINANCIAL SERVICES, INC.	Independent wealth	Oct 21, 2014	Jan 14, 2020	no	DENVER, CO\|KANSAS CITY, MO	Previous registration
SOUND STEWARDSHIP, LLC	Independent wealth	Oct 20, 2010	Jun 30, 2014	no	OVERLAND PARK, KS	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 4, 2010	Sep 16, 2010	no	SALINA, KS	Previous registration
WADDELL & REED	Former SEC adviser	Mar 1, 2007	Dec 23, 2009	no	SALINA, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UMB PRIVATE WEALTH MANAGEMENT, LLC	NILSINE PARTNERS, LLC	Nov 22, 2022	Nov 22, 2022	0	Firm change	RIA to RIA
UMB FINANCIAL SERVICES, INC.	UMB PRIVATE WEALTH MANAGEMENT, LLC	Jan 14, 2020	Jan 14, 2020	0	Channel change	Ibd to new firm
SOUND STEWARDSHIP, LLC	UMB FINANCIAL SERVICES, INC.	Jun 30, 2014	Oct 21, 2014	113	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SOUND STEWARDSHIP, LLC	Sep 16, 2010	Oct 20, 2010	34	Firm change	Other
WADDELL & REED	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 23, 2009	Jan 4, 2010	12	Firm change	Other

Relationships

Registered with (6)

→ NILSINE PARTNERS, LLCRegistered adviserregistration: current employment
Nov 22, 2022 to presentfactForm ADV
→ UMB PRIVATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 14, 2020 to Nov 22, 2022factForm ADV
→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 21, 2014 to Jan 14, 2020factForm ADV
→ SOUND STEWARDSHIP, LLCRegistered adviserregistration: previous registration
Oct 20, 2010 to Jun 30, 2014factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 4, 2010 to Sep 16, 2010factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Mar 1, 2007 to Dec 23, 2009factForm ADV

Dated events

Occurred
Nov 22, 2022
Advisor changed firm
Daniel William Weeks left Umb Private Wealth Management, Llc for Nilsine Partners, Llc (registered 2022-11-22)
Form ADVobserved 5 days ago