AdvisorOS Directory
Claim Profile
Unclaimed Profile
RG

Ronald Lee Glendening

PINKERTON WEALTH PARTNERS LLC·COEUR D'ALENE, Idaho
SIE, Series 7, Series 24, Series 66CFPClean record23 years registeredPINKERTON WEALTH PARTNERS LLC
2000 JOHN LOOP, COEUR D'ALENE, ID 83814CRD# 4468165Firm CRD# 120973

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Lee Glendening · COEUR D'ALENE, ID
Registration
CRD #4468165 · PINKERTON WEALTH PARTNERS LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

SHERMAN PORTFOLIOS
Oct 2022 – present
PINKERTON WEALTH PARTNERS
Jun 2010 – present
LPL FINANCIAL CORPORATION
Jul 2003 – Oct 2010
COEUR D' ALENE, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · July 11, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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
View all advisors at PINKERTON WEALTH PARTNERS LLC →
Introduction

Speak with Ronald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ronald is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COEUR D'ALENE?

Browse all registered financial advisors in COEUR D'ALENE, Idaho or claim this profile if it's yours.

Browse COEUR D'ALENE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ronald Lee Glendening offer?
Ronald Lee Glendening specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COEUR D'ALENE, Idaho for a consultation.
What are Ronald Lee Glendening's credentials?
Ronald Lee Glendening holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ronald Lee Glendening located?
Ronald Lee Glendening 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 Ronald Lee Glendening charge for services?
Ronald Lee Glendening'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PINKERTON WEALTH PARTNERS LLC

Daniel Walter Pinkerton
COEUR D'ALENE, ID
CFP

More Advisors in COEUR D'ALENE, Idaho

Benjamin Edward Holzhauser
FIVE PINE WEALTH MANAGEMENT INC.·COEUR D'ALENE, ID
Jeremy Daniel Morris
FIVE PINE WEALTH MANAGEMENT INC.·COEUR D'ALENE, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (84)EAGLE (30)IDAHO FALLS (15)MERIDIAN (12)MOSCOW (10)KETCHUM (10)POCATELLO (4)REXBURG (2)LEWISTON (1)AMMON (1)
City Guides
BOISE GuideEAGLE GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Request removal of this profile