JB
Joshua W. Brands
PINKERTON WEALTH PARTNERS
Coeur D'alene, ID 83814
Some features on this profile are disabled
CRD#: 7795831
JB
Professional summary
Joshua William Brands, who also goes by Joshua Brands, is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Coeur D'alene, Idaho.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joshua Brands
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua William Brands'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®
NoneExperience
Current
April 24, 2025 - Present
PINKERTON WEALTH PARTNERS
Office #1: 2000 John Loop, Coeur D'alene, ID 83814RIA
CRD#: 120973
Coeur D'alene, ID
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(4/24/2025)
IAR
Washington(4/24/2025)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
PINKERTON WEALTH PARTNERS
CRD#: 120973Coeur D'alene, ID 83814TRUST BUT VERIFY
Monitor Joshua Brands
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
