DO
DO

Daniel P Ostlund

32 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
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Location

University Place, WA

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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.

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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 · 2 yrs 11 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
Exams
No exam information available for this advisor.