Daniel Ostlund (CRD# 2219755) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in University Place, WA and has over 32 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Pinkerton Retirement Specialists, LLC | University Place, WA | Mar 2023 - Current | 1 |
Ostlund Wealth Advisors, Llc (f/k/a Ostlund Wealth, Llc) | University Place, WA | Dec 2016 - Current | 7 |
Cpr Investments Inc. | Rochester, MI | Mar 2022 - Mar 2023 | 1 |
Strategy Marketplace LLC | University Place, WA | Nov 2021 - Mar 2022 | < 1 |
Capital Management Services, Inc. | Manchester, MO | Dec 2020 - Mar 2022 | 1 |
World Equity Group, Inc. | Arlington Heights, IL | Apr 2020 - Dec 2020 | < 1 |
World Equity Group, Inc. | Arlington Heights, IL | Jul 2019 - Dec 2020 | 1 |
Taylor Capital Management Inc. | Woodstock, GA | Apr 2017 - Jul 2019 | 2 |
Ameritas Investment Corp | Lincoln, NE | Jan 2014 - Apr 2017 | 3 |
Ameritas Life Insurance Corp | Lincoln, NE | Jan 2014 - Apr 2017 | 3 |
Penny Lane Financial, LLC | Tacoma, WA | Sep 2014 - Nov 2016 | 2 |
Cornerstone Financial Group | Renton, WA | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1992 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- WA
-
Total Assets Under Management1,022MILLIONS
-
Total Number of Accounts4,141ACCOUNTS
-
Average Account Value$246,776
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, ID, MN, NV, OH, OR, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.