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Daniel Walter Pinkerton

PINKERTON WEALTH PARTNERS LLC·COEUR D'ALENE, Idaho
SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65CFP29 years registeredPINKERTON WEALTH PARTNERS LLC
2000 JOHN LOOP, COEUR D'ALENE, ID 83814CRD# 2128422Firm CRD# 120973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Walter Pinkerton · COEUR D'ALENE, ID
Registration
CRD #2128422 · PINKERTON WEALTH PARTNERS LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

SHERMAN PORTFOLIOS
Aug 2022 – present
PINKERTON WEALTH PARTNERS
Jun 2010 – present
LPL FINANCIAL CORPORATION
Aug 1997 – Dec 2010
COEUR D' ALENE, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · August 14, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PINKERTON WEALTH PARTNERS LLC
CRD 120973 · SEC 801-71563
AUM
$1.0B
Regulatory assets under management
Employees
20
4,141 client accounts
Services offered by PINKERTON WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Frequently Asked Questions

What services does Daniel Walter Pinkerton offer?
Daniel Walter Pinkerton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COEUR D'ALENE, Idaho for a consultation.
What are Daniel Walter Pinkerton's credentials?
Daniel Walter Pinkerton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Walter Pinkerton located?
Daniel Walter Pinkerton is based in COEUR D'ALENE, Idaho, working with PINKERTON WEALTH PARTNERS LLC. Their office serves clients in the COEUR D'ALENE metropolitan area and surrounding communities.
How does Daniel Walter Pinkerton charge for services?
Daniel Walter Pinkerton's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINKERTON WEALTH PARTNERS LLC?
PINKERTON WEALTH PARTNERS LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINKERTON WEALTH PARTNERS LLC

Ronald Lee Glendening
COEUR D'ALENE, ID
CFP

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