Tanner John Sterk

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 09/2019
  Charter Communications
  Broomfield, CO
• 12/2014 → 07/2017
  Charter Communications
  Greenwood Village, CO
• 09/2019 → 10/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2019 → 10/2023
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 05/2020 → 10/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2023 → 12/2024
  Capital Investment Advisors
  Atlanta, GA
• 01/2025 → 04/2026
  Capital Investment Advisors
  Atlanta, GA
• 08/2025 → 12/2025
  Wela Strategies, Inc.
  Atlanta, GA
• 05/2026 → 07/2026
  Capital Investment Advisors
  Atlanta, GA
• 07/2026 → Present
  Nilsine Partners, Llc
  Greenwood Village, CO

Previous Registrations

• 2024-01-22 → 2026-06-29
  Capital Investment Advisors, Llc
  Atlanta, GA
  Greenwood Village, CO
• 2025-08-05 → 2025-12-23
  Wela Strategies, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-20
• S63 Uniform Securities Agent State Law Examination
  2020-02-15

Designations

• Certified Financial Planner

Other Names

• Tanner Sterk