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 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Walter Pinkerton's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1991

Experience

Current

June 22, 2010 - Present

PINKERTON WEALTH PARTNERS

Office #1: 2000 John Loop, Coeur D'alene, ID 83814

RIA

CRD#: 120973

Coeur D'alene, ID

Current

August 17, 2022 - Present

SHERMAN PORTFOLIOS

Office #1: 2000 John Loop, Coeur D'alene, ID 83814

RIA

CRD#: 322728

COEUR D'ALENE, ID

Past

May 19, 2016 - December 25, 2020

TRIAD ADVISORS LLC

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

CRD#: 6413

COEUR D' ALENE, ID

Past

February 7, 1992 - September 9, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

September 17, 1991 - February 5, 1992

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

March 5, 1991 - September 3, 1991

CENTURY INVESTORS OF AMERICA, INC.

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".

PINKERTON WEALTH PARTNERS

CRD#: 120973 / SEC#: 801-71563

RIA

Registered Investment Advisory firm - (6/15/2010 Approved)

Idaho

Registered Investment Advisory firm - (10/2/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/1/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/9/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/3/1997

General Securities Principal Examination

Current Firm

PINKERTON WEALTH PARTNERS

CRD#: 120973 / SEC#: 801-71563

RIA

Registered Investment Advisory firm - (6/15/2010 Approved)

Idaho

Registered Investment Advisory firm - (10/2/2006 Terminated)

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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

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE (1/5/2026)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 1,253,817,854

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Daniel W. Pinkerton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Walter Pinkerton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHERMAN PORTFOLIOS

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

TITAN/VALUE EQUITIES GROUP, INC.

CENTURY INVESTORS OF AMERICA, INC.

Primary Firm SEC Registration

PINKERTON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/1996

Series 63

Date: 3/5/1991

SIE

Date: 10/1/2018

Series 31

Date: 8/1/2001

Series 7

Date: 9/9/1992

Series 6

Date: 3/4/1991

Series 24

Date: 9/3/1997

Current Firm

PINKERTON WEALTH PARTNERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINKERTON WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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