Pinkerton Retirement Specialists, LLC

Pinkerton Retirement Specialists, LLC (CRD# 120973) is a financial advisory firm headquartered in Coeur d'Alene, ID. They manage $376,925,943 in 2,245 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    377
    MILLION
  • Total Number of Accounts
    2,245
    ACCOUNTS
  • Average Account Value
    $167,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, MN, NE, NV, OH, OR, TX, UT, WA

Financial Advisors at Pinkerton Retirement Specialists, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Walter E. Beggs
CRD#: 2807470
2000 John Loop, Coeur d'Alene, ID 83814
96
Wealthminder
score

Walter Beggs (CRD# 2807470) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 21 years of experience in the finance industry. Walter Beggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ronald L. Glendening
CRD#: 4468165
2000 John Loop, Coeur d'Alene, ID 83814
96
Wealthminder
score

Ronald Glendening (CRD# 4468165) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 15 years of experience in the finance industry. Ronald Glendening has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicholas H. Helgeson
CRD#: 5282986
2000 John Loop, Coeur d'Alene, ID 83814
96
Wealthminder
score

Nicholas Helgeson (CRD# 5282986) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 8 years of experience in the finance industry. Nicholas Helgeson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James D. Howard
CRD#: 1777319
421 W. Riverside Avenue, Suite 972, Spokane, WA 99201
96
Wealthminder
score

James Howard (CRD# 1777319) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Spokane, WA and has over 29 years of experience in the finance industry. James Howard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gary A. Pinkerton
CRD#: 4452995
2000 John Loop, Coeur d'Alene, ID 83814
96
Wealthminder
score

Gary Pinkerton (CRD# 4452995) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 16 years of experience in the finance industry. Gary Pinkerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Paul K. Steenblik
CRD#: 5233027
2000 John Loop, Coeur d'Alene, ID 83814
96
Wealthminder
score

Paul Steenblik (CRD# 5233027) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 11 years of experience in the finance industry. Paul Steenblik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Patricia A. Tisdale
CRD#: 2789599
421 W. Riverside Avenue, Suite 972, Spokane, WA 99201
93
Wealthminder
score

Patricia Tisdale (CRD# 2789599) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Spokane, WA and has over 18 years of experience in the finance industry.

8
Daniel W. Pinkerton
CRD#: 2128422
2000 John Loop, Coeur d'Alene, ID 83814
66
Wealthminder
score

Daniel Pinkerton (CRD# 2128422) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 26 years of experience in the finance industry. Daniel Pinkerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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