senior advisor managing director at nilsine partners@ Nilsine Partners
Denver, Colorado, United States
Dan Weeks, CFP®, CFBA, CFWA
GET FULL PROFILE 
Kansas Wesleyan University
Real-Time AI Research
FlashIntel GPT
Tell me more about Dan Weeks, CFP®, CFBA, CFWA?
FlashIntel GPTDan Weeks, CFP(r), CFBA, CFWA is a highly experienced financial advisor with 3.8 years of work experience. He specializes in strategic financial planning, retirement planning, wealth management, financial advisory, and investment advisory. Based in Kansas City, Missouri, Dan graduated from Kansas Wesleyan University with a degree in Business Administration and minors in accounting and computer information systems. He has a strong background in helping individuals, families, and business owners make informed decisions and achieve their life goals. Currently, he is the Senior Advisor/Managing Director at Nilsine Partners, where he focuses on business development.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Dan graduated from Kansas Wesleyan University in 2006 with a degree in Business Administration and minors in accounting and computer information systems. He spent the first 6 years of his career as a financial advisor helping individuals, families, and business owners make wise decisions with their finances and accomplish their life goals. Now Dan gets to pursue his own life goal of making a living doing what he loves.
Work Experience
senior advisor managing director at nilsine partners
Financial Services
Dan Weeks, CFP®, CFBA, CFWA's Professional Milestones
- Managing Director (2020-01-01~): Driving strategic initiatives to achieve company growth and market impact with excellence.
- senior advisor managing director at nilsine partners (2022-11-01~): Fostered strategic partnerships and increased company profitability through effective strategies.
Education
Accounting And Computer Information Systems,
Ba,
Business Administration,
Accounting
2003-2006Skill
Strategic Financial Planning
Retirement Planning
Wealth Management
Financial Advisory
Investment Advisory
Charitable Gift Planning
Estate Planning
401k
Asset Allocation
Iras
Financial Planners
Financial Analysis
Certification
Colleagues
Christopher Blisard
Founder | Chief Operating Officer
Noah Kay
client relationship manager at nilsine partners
Noah Kay
client relationship manager at nilsine partners
R Scott Bills, CFP®, CPWA®, CRPC®
chief executive officer | partner of nilsine partners
Josh DeLoach, CFP®, CSRIC™
Chief Strategy Officer | Partner
Other Named Dan Weeks, CFP®, CFBA, CFWA
Frequently asked questions
We found 1 Dan Weeks, CFP®, CFBA, CFWA's email addresses
We found 1 Dan Weeks, CFP®, CFBA, CFWA's phone numbers
Dan Weeks, CFP®, CFBA, CFWA's social media include: Linkedin,
Dan Weeks, CFP®, CFBA, CFWA works for Nilsine Partners
Dan Weeks, CFP®, CFBA, CFWA's role in Nilsine Partners is senior advisor managing director at nilsine partners
Dan Weeks, CFP®, CFBA, CFWA works in the industry of Financial Services
Dan Weeks, CFP®, CFBA, CFWA's colleagues are Christopher Blisard,Noah Kay,Noah Kay
Dan Weeks, CFP®, CFBA, CFWA's latest job experience is senior advisor managing director at nilsine partners at Nilsine Partners
Dan Weeks, CFP®, CFBA, CFWA's latest education in Kansas Wesleyan University
