Daniel P Ostlund
Investment adviser representative at Pinkerton Wealth Partners
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
Are you Daniel P Ostlund? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Pinkerton Wealth PartnersMar 2023 to now
- Pinkerton Retirement Specialists, LLCMar 2023 to now
- Ostlund Wealth Advisors, LLC (f/k/a Ostlund Wealth, LLC)Dec 2016 to now
- Cpr Investments IncMar 2022 to Mar 2023
- Strategy Marketplace LLCNov 2021 to Mar 2022
- Capital Management Services, Inc.Dec 2020 to Mar 2022
- World Equity Group, Inc.Jul 2019 to Dec 2020
- Taylor Capital Management Inc.Apr 2017 to Jul 2019
- Penny Lane Financial, LLCSep 2014 to Nov 2016
- Ameritas Investment CorpJan 2014 to Apr 2017
- Ameritas Life Insurance CorpJan 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2219755
- Firm CRD
- 120973