TrueAdvisor
TrueAdvisor
DO
DO

Daniel Ostlund

Pinkerton Wealth Partners
33 Years of Experience
University Place, WA
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Daniel Ostlund is a registered investment advisor at Pinkerton Wealth Partners, based in University Place, WA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,262 clients with $1.4B in assets under management.

Pinkerton Wealth Partners
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,262 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual investment advisory fee varies up to 2.0% based on account value, asset types, financial situation, and trading activity, and is negotiable. Affiliate True Freedom, LLC may charge an additional sub-advisor fee up to 0.8%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

University Place, WA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Daniel has been an insurance agent since 1987, dedicating about a quarter of his time to fixed indexed annuities sales and service as part of client retirement plans. He also uses Pinkerton Wealth Partners as a DBA for advisory services since August 2024.

Employment History
Current Registrations
Pinkerton Wealth Partners
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Cpr Investments INC
March 2022 - March 2023 · 1 yr
Strategy Marketplace LLC
November 2021 - March 2022 · 4 mos
Capital Management Services, INC.
December 2020 - March 2022 · 1 yr 3 mos
World Equity Group, INC.
April 2020 - December 2020 · 8 mos
World Equity Group, INC.Broker
July 2019 - December 2020 · 1 yr 5 mos
Taylor Capital Management INC.Broker
April 2017 - July 2019 · 2 yrs 3 mos
Ameritas Investment CORP.Broker
January 2014 - May 2017 · 3 yrs 4 mos
National Planning CorporationBroker
November 2011 - January 2014 · 2 yrs 2 mos
Invest Financial CorporationBroker
March 2009 - November 2011 · 2 yrs 8 mos
Planmember Securities CorporationBroker
April 2004 - April 2009 · 5 yrs
Intersecurities, INC.Broker
December 1995 - April 2004 · 8 yrs 4 mos
Pacific West Securities, INC.Broker
March 1994 - November 1995 · 1 yr 8 mos
Aragon Financial Services, INC.Broker
October 1993 - March 1994 · 5 mos
Protective Equity Services, INC.Broker
January 1993 - October 1993 · 9 mos
Financial Network Investment CorporationBroker
March 1992 - April 1992 · 1 mo
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in University Place, WA →All financial advisors in Washington →