Daniel
Ostlund
Pinkerton Retirement Specialists, LLC
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About this Advisor
Daniel Ostlund is a financial advisor who works out of University Place, Washington. Ostlund is an employee of Pinkerton Retirement Specialists, LLC. Ostlund has gained experience at Cornerstone Financial Group, National Planning Corporation, Ameritas Investment Corp, Ameritas Life Insurance Corp, Penny Lane Financial, LLC, Capital Management Services, Inc, World Equity Group, Inc, Cpr Investments Inc, Pinkerton Retirement Specialists, LLC, Ostlund Wealth Advisors, LLC (F/K/A Ostlund Wealth, LLC), Taylor Capital Management Inc and Strategy Marketplace LLC. Ostlund holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Pinkerton Retirement Specialists, LLC is a financial advisory firm operating out of Coeur D Alene, ID. The company has offices in two locations and a total of 21 people on staff. It manages $892 million in assets under management across its 4,163 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 4,163 client accounts, 27% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees are based on the type of services. Fees billed by Pinkerton Retirement Specialists, LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinkerton Retirement Specialists, LLC Brokerage Details
$892,233,633
21
4,163
$214,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Ostlund Work History
Daniel has been registered as a financial advisor for 0 years.*
Pinkerton Retirement Specialists, LLC
Ostlund Wealth Advisors, LLC (F/K/A Ostlund Wealth, LLC)
Cpr Investments Inc
Strategy Marketplace LLC
Capital Management Services, Inc
World Equity Group, Inc
World Equity Group, Inc
Taylor Capital Management Inc
Cornerstone Financial Group
Ameritas Investment Corp
Ameritas Life Insurance Corp
Penny Lane Financial, LLC
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Ostlund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
University Place, WA
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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