Unclaimed Profile

Teresa Lee Friess

NILSINE PARTNERS, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 63, Series 65Clean record21 years registeredNILSINE PARTNERS, LLC

5675 DTC BOULEVARD, GREENWOOD VILLAGE, CO 80111CRD# 1931530Firm CRD# 315694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Teresa Lee Friess · GREENWOOD VILLAGE, CO

Registration

CRD #1931530 · NILSINE PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

NILSINE PARTNERS, LLC

Sep 2021 – present

PURSHE KAPLAN STERLING INVESTMENTS

Sep 2021 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2005 – Sep 2021

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NILSINE PARTNERS, LLC

CRD 315694 · SEC 801-122071

AUM

$1.2B

Regulatory assets under management

Employees

1,382 client accounts

Services offered by NILSINE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at NILSINE PARTNERS, LLC →

Introduction

Speak with Teresa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Teresa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Teresa Lee Friess offer?

Teresa Lee Friess specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Teresa Lee Friess's credentials?

Teresa Lee Friess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teresa Lee Friess located?

Teresa Lee Friess is based in GREENWOOD VILLAGE, Colorado, working with NILSINE PARTNERS, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Teresa Lee Friess charge for services?

Teresa Lee Friess's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NILSINE PARTNERS, LLC?

NILSINE PARTNERS, LLC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →