AeroLeads people directory · profile
Dan Weeks, Cfp®, Caia Email & Phone Number
Senior Advisor and Managing Director
at
Nilsine Partners
1 work email found
@umb.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Advisor and Managing Director
Location
Denver, Colorado, United States
Company size
Who is Dan Weeks, Cfp®, Caia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Weeks, Cfp®, Caia is listed as Senior Advisor and Managing Director at Nilsine Partners, a with 20 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at umb.com and a matched LinkedIn profile for Dan Weeks, Cfp®, Caia.
Dan Weeks, Cfp®, Caia previously worked as Senior Advisor/Managing Director at Nilsine Partners and Managing Director at Umb Bank. Dan Weeks, Cfp®, Caia holds Ba, Business Administration, Accounting from Kansas Wesleyan University.
Company email context
Email format at Nilsine Partners
This section adds company-level context without repeating Dan Weeks, Cfp®, Caia's masked contact details.
*@umb.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan Weeks, Cfp®, Caia. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Strategic Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, and 8 others.
Current workplace
Dan Weeks, Cfp®, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
Nilsine Partners
7 roles · 21 years
Dan Weeks, Cfp®, Caia work experience
A career timeline built from the work history available for this profile.
Senior Advisor/Managing Director
Current
Nov 2022 - Present
Managing Director
Jan 2020 - Nov 2022
Vp/Senior Financial Planner
Jun 2014 - Jan 2020
Financial Advisor
2010 - Jun 2014
District Supervisor/Financial Advisor
2007 - 2009
~2 yrs
Intern/Paraplanner
2006 - 2007
~1 yr
1 education record
Dan Weeks, Cfp®, Caia education
-
Kansas Wesleyan University
FAQ
Frequently asked questions about Dan Weeks, Cfp®, Caia
Quick answers generated from the profile data available on this page.
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 Nilsine Partners?
Dan Weeks, Cfp®, Caia is listed as Senior Advisor and Managing Director at Nilsine Partners.
What is Dan Weeks, Cfp®, Caia's email address?
AeroLeads has found 1 work email signal at @umb.com for Dan Weeks, Cfp®, Caia at Nilsine Partners.
Where is Dan Weeks, Cfp®, Caia based?
Dan Weeks, Cfp®, Caia is based in Denver, Colorado, United States while working with Nilsine Partners.
What companies has Dan Weeks, Cfp®, Caia worked for?
Dan Weeks, Cfp®, Caia has worked for Nilsine Partners, Umb Bank, Sound Stewardship, Llc, and Waddell & Reed.
How can I contact Dan Weeks, Cfp®, Caia?
You can use AeroLeads to view verified contact signals for Dan Weeks, Cfp®, Caia at Nilsine Partners, including work email, phone, and LinkedIn data when available.
What schools did Dan Weeks, Cfp®, Caia attend?
Dan Weeks, Cfp®, Caia holds Ba, Business Administration, Accounting from Kansas Wesleyan University.
What skills is Dan Weeks, Cfp®, Caia known for?
Dan Weeks, Cfp®, Caia is listed with skills including Strategic Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Investment Advisory, Charitable Gift Planning, Estate Planning, and 401K.
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