Stifel, Nicolaus &
46yrs
Michael William Armon
Financial advisor
Riverview Tower 2100 Northwest Blvd Suite 390
Coeur D'alene, ID 83814
Coeur D'alene, ID 83814
Top advisor by experience in Coeur D'alene
36yrs
Daniel Walter Pinkerton
Financial advisor at Pinkerton Wealth Partners
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in Idaho
Office2000 John Loop, Coeur D'alene, ID 83814
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions
States licensed ?2 states
Services through Pinkerton Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowSherman PortfoliosCurrent
- 2010 – nowPinkerton Wealth PartnersCurrent firm
- 1997 – 2010LPL Financial LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Pinkerton Wealth Partners at 800-634-2008 and ask for Daniel Walter Pinkerton. Daniel works from the Coeur D'alene, ID office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1991, about 36 years. Top 7% by experience in Idaho.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Pinkerton Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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