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RIA / WealthAdvisor34 years in industry

DANIEL P OSTLUND

Advisor at PINKERTON WEALTH PARTNERS

UNIVERSITY PLACE, WA | COEUR D'ALENE, ID

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Search this name across graphsid dfx:ria:3c810861-b31e-a083-e0bf-5695ce78bfc7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 6, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PINKERTON WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 16, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 16, 1992
First registration: Apr 6, 2020
Dual registered: no
Other names: DAN OSTLUND|DANIEL PHILIP OSTLUND
IAPD individual key: 2219755

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINKERTON WEALTH PARTNERS	Independent wealth	Mar 8, 2023	n/a	yes	UNIVERSITY PLACE, WA\|COEUR D'ALENE, ID	Current employment
CPR INVESTMENTS INC	Independent wealth	Mar 8, 2022	Mar 7, 2023	no	UNIVERSITY PLACE, WA\|ROCHESTER, MI\|GIG HARBOR, WA	Previous registration
TACTIVE ADVISORS, LLC	Independent wealth	Nov 16, 2021	Mar 17, 2022	no	SARASOTA, FL\|University Place, WA	Previous registration
CAPITAL MANAGEMENT SERVICES, INC.	Independent wealth	Dec 7, 2020	Mar 17, 2022	no	University Place, WA\|MANCHESTER, MO	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Apr 6, 2020	Dec 10, 2020	no	University Place, WA\|SCHAUMBURG, IL\|University Place, WA\|SCHAUMBURG, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CPR INVESTMENTS INC	PINKERTON WEALTH PARTNERS	Mar 7, 2023	Mar 8, 2023	1	Firm change	RIA to RIA
CAPITAL MANAGEMENT SERVICES, INC.	TACTIVE ADVISORS, LLC	Mar 17, 2022	Nov 16, 2021	-121	Firm change after gap	Other
TACTIVE ADVISORS, LLC	CPR INVESTMENTS INC	Mar 17, 2022	Mar 8, 2022	-9	Firm change	RIA to RIA
WORLD EQUITY GROUP, INC.	CAPITAL MANAGEMENT SERVICES, INC.	Dec 10, 2020	Dec 7, 2020	-3	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ PINKERTON WEALTH PARTNERSRegistered adviserregistration: current employment
Mar 8, 2023 to presentfactForm ADV
→ CPR INVESTMENTS INCRegistered adviserregistration: previous registration
Mar 8, 2022 to Mar 7, 2023factForm ADV
→ CAPITAL MANAGEMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 7, 2020 to Mar 17, 2022factForm ADV
→ TACTIVE ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 16, 2021 to Mar 17, 2022factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Apr 6, 2020 to Dec 10, 2020factForm ADV

Dated events

Occurred
Mar 7, 2023
Advisor changed firm
Daniel P Ostlund left Cpr Investments Inc for Pinkerton Wealth Partners (registered 2023-03-08)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Daniel P Ostlund left Tactive Advisors, Llc for Cpr Investments Inc (registered 2022-03-08)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Daniel P Ostlund left Capital Management Services, Inc. for Tactive Advisors, Llc (registered 2021-11-16)
Form ADVobserved 4 days ago