Best Investors Account Sign in
Employer firm

Nilsine Partners, LLC CRD 315694

$1.88B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nilsine Partners, Llc

5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-12
UT RA APPROVED 2023-04-18
CO RA APPROVED 2023-04-17
  • TX RA
    APPROVED
    Since 2025-05-12
  • UT RA
    APPROVED
    Since 2023-04-18
  • CO RA
    APPROVED
    Since 2023-04-17

Branch Locations

5675 Dtc Boulevard Suite 175, Greenwood Village, CO 80111 • United States

2825 E. Cottonwood Pkwy, Suite 500, Cottonwood Heights, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Albion Financial Group Salt Lake City UT 05/2006 04/2023
Nilsine Partners, Llc Greenwood Village CO 04/2023 Present
Previous Registrations
Other Businesses

1) POPE MANAGEMENT, LLC; INVESTMENT-RELATED; 1822 MEADOWMOOR ROAD HOLLADAY UT 84117; REAL ESTATE MANAGEMENT; MANAGER; START DATE: 2010; 1 HOUR/MONTH; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; MANAGES AN LLC THAT OWNS RENTAL PROPERTIES. 2) R&N VENTURES, LLC; INVESTMENT-RELATED; VENDING MACHINE; MANAGER; 4/2025; APPROXIMATELY 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; OWNS LLC THAT OWNS VENDING MACHINES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-12
S63 Uniform Securities Agent State Law Examination 2003-11-20
  • S66 Uniform Combined State Law Examination
    2004-01-12
  • S63 Uniform Securities Agent State Law Examination
    2003-11-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor