KW
Kristopher L. Whipple
PINKERTON WEALTH PARTNERS
Nashville, TN 37214
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CRD#: 7812238
KW
Kristopher Lawrence WhipplePINKERTON WEALTH PARTNERS
Professional summary
Kristopher Lawrence Whipple is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Nashville, Tennessee.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kristopher has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
Kristopher Curtis Financial; CEO; dba for advisory business: Life Insurance & Fixed Index Annuity Sales; approx. 100 hours per month; approx. 100 hours per month during trading hours;
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Lawrence Whipple'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
July 2, 2026 - Present
PINKERTON WEALTH PARTNERS
Office #1: 555 Marriott Drive Suite 150, Nashville, TN 37214RIA
CRD#: 120973
Nashville, TN
Past
September 19, 2023 - July 27, 2026
CORECAP ADVISORS
RIA
CRD#: 158819
Nashville, TN
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 | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | 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 | LINKED WEALTH | 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
Tennessee(7/2/2026)
Current Firm
PW
PINKERTON WEALTH PARTNERS
CMR FINANCIAL ADVISORS | WOOTTON FINANCIAL GROUP | STOECKLEIN FINANCIAL SERVICES | ROBERT OLSEN INVESTMENT GROUP, LLC | 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 | LINKED WEALTH | 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)Loading...
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
49
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,361 |
| AUM (Assets Under Management) | $ 1,439,082,849 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
