Daniel Ostlund
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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
University Place, WA
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Regulatory History
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
Previous Registrations
Cpr Investments INC
Strategy Marketplace LLC
Capital Management Services, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Taylor Capital Management INC.Broker
Ameritas Investment CORP.Broker
National Planning CorporationBroker
Invest Financial CorporationBroker
Planmember Securities CorporationBroker
Intersecurities, INC.Broker
Pacific West Securities, INC.Broker
Aragon Financial Services, INC.Broker
Protective Equity Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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.