Pinkerton Wealth Partners

CRD 120973 · Coeur D'alene, ID · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120973
SEC number: 801-71563
Firm type: RIA
Assets under management: $1.4B as of Jun 26, 2026
Website: facebook.com/OSTLUNDWEALTHADVISORS ↗
Phone: 800-634-2008
Address: 2000 John Loop, Coeur D'alene, ID, 83814

Advisors at this firm

16 in our index · page 1 of 1

Joshua William BrandsCRD 7795831 · Coeur D'alene, ID

IA Registered
Richard Thomas BreedloveCRD 8239335 · Conroe, TX

IA Registered
Sheri Mahealani Robello CabralCRD 5383929 · Honolulu, HI

IA RegisteredBroker
Nathaniel Joseph CollierCRD 6917890 · Coeur D'alene, ID

IA RegisteredRegistration inactive
Benjamin Lee GlendeningCRD 5544538 · Coeur D'alene, ID

IA RegisteredRegistration inactive
Nicholas Halver HelgesonCRD 5282986 · Coeur D'alene, ID

IA RegisteredRegistration inactive
Dudley Irwin LehmerCRD 1692295 · Conroe, TX

IA Registered
Hans Caparas MedinaCRD 2371530 · Honolulu, HI

IA RegisteredBroker
Robert Seth OlsenCRD 1610055 · Chesterfield, MO

IA Registered

Disclosure event(s) on record
Daniel P OstlundCRD 2219755 · University Place, WA

IA RegisteredRegistration inactive
Brett J. ReddCRD 4390041 · Springville, UT

IA Registered
Clifford Mathew RobelloCRD 1575439 · Honolulu, HI

IA RegisteredBroker

Disclosure event(s) on record
Anthony Michael RoylanceCRD 6054330 · Hillsboro, MO

IA Registered
Polly Marie StoeckleinCRD 1041896 · Powdersville, SC

IA RegisteredRegistration inactive

Disclosure event(s) on record
Christopher Jason WoottonCRD 5428911 · Conroe, TX

IA Registered
Kristopher Lawrence WhippleCRD 7812238 · Nashville, TN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.