Daniel W. Pinkerton
PINKERTON WEALTH PARTNERS | CEO
Coeur D'alene, ID 83814
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CRD#: 2128422
Professional summary
Daniel Walter Pinkerton, CFP® is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Coeur D'alene, Idaho and SHERMAN PORTFOLIOS, LLC located in Coeur D'alene, Idaho.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Trading individual securities
Financial planning
Trust & estate planning
Philanthropic services
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Grace Bible Church;not investment related;Prairie Avenue,Coeur D'Alene,ID;church;member of elder board;2010;6 hrs/month;0 hrs during trading;attend board meetings,pray for congregation Idaho Character Foundation;not investment related;2000 John Loop,Coeur D'Alene,ID;501c3 non-profit;co-founder;9/6/1997;5 hrs/month;0 hrs during trading;encourage a community of excellence in character Heritage Investment Holdings,LLC;investment related;2000 John Loop,Coeur D'Alene,ID;owns real estate;president,CEO;10/29/2013;1 hr/month;0 hrs during trading;manage waterfront property building & condo at 2000 John Loop,Coeur D'Alene,ID Rockford Bay Ranch;not investment related;14701 S. Heritage Dr,Coeur D'Alene,ID;raise livestock;owner;11/2004;1 hr/month;0 hrs during trading;owner Pinkerton Family Heritage,LP;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;general partner;9/6/1997;1 hr/month;0 hrs during trading;manage interest for our 9 children Pinkerton Financial Corp;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;president;9/6/1997;1 hrs/month;0 hrs during trading;management Pinkerton Investments,Inc;investment related;2000 John Loop,Coeur D'Alene,ID;holding company of PRS;president;9/6/1997;1 hr/month;0 hrs during trading;management Non-variable insurance brokerage;investment related;2000 John Loop,Coeur D'Alene,ID;insurance brokerage;owner;1/1988;0 hrs/month;0 hrs during trading;service legacy policies Rental income;not investment related;14701 S. Heritage Dr,Coeur d'Alene,ID 83814;residential rental;owner;5/1/2017;1 hr/month;0 hrs during trading;landlord Pinkerton Brokerage,LLC;investment related;2000 John Loop,Coeur d'Alene,ID 83814;LLC entity for commission business;owner;1/27/2020;5 hrs/month;5 hrs during trading;will own LLC with wife,primary purposes to receive Triad commissions and buy brokerage business from other advisors FAITHWALK COMMUNITY FITNESS PARK A COMMUNITY FITNESS PARK CHAIRMAN OF THE BOARD DUTIES INCLUDE FUNDRAISING AND LEADERSHIP 5 HRS PER WEEK SHERMAN PORTFOLIOS, LLC COEUR D'ALENE, ID INVESTMENT ADVISER MANAGING MEMEBER SINCE 07/2022 INVESTMENT RELATED PINKERTON RETIREMENT SPECIALISTS, LLC COEUR D'ALENE, ID INVESTMENT ADVISER MANAGING MEMEBER SINCE 09/1996 INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Walter Pinkerton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
June 22, 2010 - Present
PINKERTON WEALTH PARTNERS
Office #1: 2000 John Loop, Coeur D'alene, ID 83814RIA
CRD#: 120973
Coeur D'alene, ID
Current
August 17, 2022 - Present
SHERMAN PORTFOLIOS, LLC
Office #1: 2000 John Loop, Coeur D'alene, ID 83814RIA
CRD#: 322728
COEUR D'ALENE, ID
Past
May 19, 2016 - December 25, 2020
TRIAD ADVISORS LLC
BD
CRD#: 25803
Coeur d'Alene, ID
Past
August 14, 1997 - December 2, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
COEUR D' ALENE, ID
Past
July 16, 1997 - June 16, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
COEUR D' ALENE, ID
Past
February 7, 1992 - September 9, 1997
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
WELLESLEY HILLS, MA
Past
September 17, 1991 - February 5, 1992
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
March 5, 1991 - September 3, 1991
CENTURY INVESTORS OF AMERICA, INC.
BD
CRD#: 5322
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | STOECKLEIN FINANCIAL SERVICES | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(6/22/2010)
IAR
Texas(8/26/2025)
IAR
Washington(6/23/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | STOECKLEIN FINANCIAL SERVICES | PWP | PRS | PINKERTON WEALTH, LLC | PINKERTON WEALTH PARTNERS LLC | PINKERTON WEALTH PARTNERS | PINKERTON WEALTH MANAGEMENT | PINKERTON RETIREMENT SPECIALISTS, LLC | PINKERTON RETIREMENT SPECIALISTS | PINKERTON PRIVATE WEALTH | PINKERRTON RETIREMENT SPECIALISTS,LLC | OSTLUND WEALTH ADVISORS | ESTATE STRATEGIES, INC.
CRD#: 120973 / SEC#: 801-71563
RIA
Registered Investment Advisory firm - (6/15/2010 Approved)Idaho
Registered Investment Advisory firm - (10/2/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 John Loop, Coeur D'alene, ID 83814
Mailing Address
Phone number
(800) 634-2008
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 677 |
| AUM (Assets Under Management) | $ 1,253,817,854 |
Red Flags
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Company Information
PINKERTON WEALTH PARTNERS
CEOCRD#: 120973Coeur D'alene, ID 83814TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
