Morgan Stanley
47yrs
Top advisor by experience in Colorado
20yrs
Daniel Weeks has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. Daniel has been with Nilsine Partners since 2022; before that, Daniel spent three years at UMB Private Wealth Management and five years at UMB Financial Services. Daniel holds the CFP® designation.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 74% of advisors in Greenwood Village
Office5675 DTC Boulevard Suite 175, Greenwood Village, CO 80111
FirmNilsine Partners
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.8 million
Advisors at the firm15
States licensed ?1 state
Services through Nilsine Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowNilsine Partners, LLCCurrent firm
- 2020 – 2022UMB Private Wealth Management, LLCPreviously
- 2014 – 2020UMB Financial Services, Inc.Previously
- 2010 – 2014Sound Stewardship, LLCPreviously
- Jan 2010 – Sep 2010
- 2007 – 2009Waddell & ReedPreviously
Contact Daniel
(303) 529-5800Nilsine Partners main office 5675 DTC Boulevard Suite 175Greenwood Village, CO 80111Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Nilsine Partners at (303) 529-5800 and ask for Daniel Weeks. Daniel works from the Greenwood Village, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 20 years. More experience than 74% of advisors in Greenwood Village.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Nilsine Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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