Dan Weeks, Cfp®, Caia

Dan Weeks, Cfp®, Caia Email and Phone Number

Senior Advisor and Managing Director @ Nilsine Partners
Denver, CO, US
Dan Weeks, Cfp®, Caia's Location
Denver, Colorado, United States, United States
Dan Weeks, Cfp®, Caia's Contact Details

Dan Weeks, Cfp®, Caia work email

Dan Weeks, Cfp®, Caia personal email

n/a
About Dan Weeks, Cfp®, Caia

Dan Weeks, Cfp®, Caia is a Senior Advisor and Managing Director at Nilsine Partners. He possess expertise in strategic financial planning, retirement planning, wealth management, financial advisory, investment advisory and 7 more skills.

Dan Weeks, Cfp®, Caia's Current Company Details
Nilsine Partners

Nilsine Partners

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Senior Advisor and Managing Director
Denver, CO, US
Website:
nilsinepartners.com
Employees:
20
Dan Weeks, Cfp®, Caia Work Experience Details
  • Nilsine Partners
    Senior Advisor And Managing Director
    Nilsine Partners
    Denver, Co, Us
    View
  • Nilsine Partners
    Senior Advisor/Managing Director
    Nilsine Partners Nov 2022 - Present
    View
  • Umb Bank
    Managing Director
    Umb Bank Jan 2020 - Nov 2022
    Kansas City, Mo, Us
    View
  • Umb Bank
    Vp/Senior Financial Planner
    Umb Bank Jun 2014 - Jan 2020
    Kansas City, Mo, Us
    View
  • Sound Stewardship, Llc
    Financial Advisor
    Sound Stewardship, Llc 2010 - Jun 2014
    Overland Park, Ks, Us
    View
  • Waddell & Reed
    District Supervisor/Financial Advisor
    Waddell & Reed 2007 - 2009
    Shawnee Mission, Ks, Us
    View
  • Waddell & Reed
    Intern/Paraplanner
    Waddell & Reed 2006 - 2007
    Shawnee Mission, Ks, Us
    View

Dan Weeks, Cfp®, Caia Skills

Strategic Financial Planning Retirement Planning Wealth Management Financial Advisory Investment Advisory Charitable Gift Planning Estate Planning 401k Asset Allocation Iras Financial Planners Financial Analysis

Dan Weeks, Cfp®, Caia Education Details

  • Kansas Wesleyan University
    Kansas Wesleyan University
    Accounting

Frequently Asked Questions about Dan Weeks, Cfp®, Caia

What company does Dan Weeks, Cfp®, Caia work for?

Dan Weeks, Cfp®, Caia works for Nilsine Partners

What is Dan Weeks, Cfp®, Caia's role at the current company?

Dan Weeks, Cfp®, Caia's current role is Senior Advisor and Managing Director.

What is Dan Weeks, Cfp®, Caia's email address?

Dan Weeks, Cfp®, Caia's email address is da****@****umb.com

What schools did Dan Weeks, Cfp®, Caia attend?

Dan Weeks, Cfp®, Caia attended Kansas Wesleyan University.

What skills is Dan Weeks, Cfp®, Caia known for?

Dan Weeks, Cfp®, Caia has skills like Strategic Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Charitable Gift Planning, Estate Planning, 401k, Asset Allocation, Iras, Financial Planners, Financial Analysis.

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