Pinkerton Retirement

"Top 50 Fastest Growing RIA's in the Nation" By Financial Advisor Magazine, 2020 Learn More "#1 Investment Advisor in Inland Northwest" By Financial Advisor Magazine, 2019, 2022; Forbes Magazine 2023, 2024 Learn More "Top 1/2 of 1% of RIA's in Nation" By Forbes Magazine, 2023-2026 Learn More "Extraordinary" By Barron's Magazine, February, 2010 Learn More "Top 100 RIA's to Watch" by AdvisorHub RIA Magazine, 2025 Learn More "Top 2% of RIA's in Nation" by Newsweek's "America's Top Financial Advisory Firms 2026" Learn More "#1 Fastest-Growing TAMP in America" by America’s Best TAMPs, 2026 Learn More

Investments & Wealth Management

As we are celebrating over 38 years in business, our mission has remained the same: to empower you, your family, and your business to achieve your financial and life goals by serving as your most trusted advisor, and providing a level of service beyond anything you have ever experienced. Pinkerton Wealth Management helps you build your ideal future with maximum confidence, sense of security, and peace of mind. Our comprehensive wealth management and retirement planning services are built on trust, transparency, accountability, lower costs, and independent, unbiased advice. As fiduciaries and as a Registered Investment Advisor, we recommend only what is in your best interest.

PINKERTON HISTORICAL TIMELINE

{{current_slide_index}} {{total_slide_count}} Where It All Started. 1987 Our History Dan Pinkerton founds the company while a senior at Stanford University in Palo Alto, California. 1991 {{current_slide_index}} {{total_slide_count}} Back To His Roots. 1991 Our History Dan & Kathryn move Company to Anchorage, Alaska, where Dan was born and raised. 1987 1996 {{current_slide_index}} {{total_slide_count}} Progress. 1996 Our History Pinkerton Retirement Specialists, LLC incorporates in State of Idaho. 1991 1996 {{current_slide_index}} {{total_slide_count}} Building Our Foundation. 1997 Our History Company moves to Coeur d’Alene, Idaho. 1996 1999 {{current_slide_index}} {{total_slide_count}} Building The Portfolio. 1999 Our History W.E. Sherman & Co. is launched in in St. Louis, Missouri with their first algorithmic portfolio — Calendar Effects. 1997 2002 {{current_slide_index}} {{total_slide_count}} Executive Team Formed. 2002 Our History Meet the Leadership Team driving the Vision still today. 1999 2004 {{current_slide_index}} {{total_slide_count}} Welcome To The Ranch. 2004 Our History Pinkerton’s satellite office and ranch to the headquarters is created in Coeur d’Alene, Idaho. 1999 2004 {{current_slide_index}} {{total_slide_count}} National Recognition. 2007 Our History Pinkerton is ranked #47 in the “Top 100 Independent Advisors” in Nation by Registered Rep. 2004 2010 {{current_slide_index}} {{total_slide_count}} Extraordinary. 2010 Our History Pinkerton headlined in Barron’s Cover Story: Described as “Extraordinary” with Pinkerton’s Advance & Protect™ strategies. 2007 2010 {{current_slide_index}} {{total_slide_count}} Trusted. Awarded. Respected. 2010 Our History Awarded national “Advisor of the Year” by Registered Rep. Magazine. 2010 2015 {{current_slide_index}} {{total_slide_count}} Growing with Purpose. 2015 Our History Pinkerton acquires investment firms in Cleveland, OH and Spokane, WA, enlarging the team. 2010 2015 {{current_slide_index}} {{total_slide_count}} Building Financial Futures. 2015 Our History New Headquarters is completed. 2015 2020 {{current_slide_index}} {{total_slide_count}} Momentum Recognized. 2020 Our History Pinkerton ranked in “Top 50 Fastest Growth Firms” in nation by Financial Advisor Magazine. 2015 2022 {{current_slide_index}} {{total_slide_count}} Maximizing Returns. 2022 Our History Pinkerton acquires W.E. Sherman & Co., renames it Sherman Portfolios, LLC and registers it as an affiliated SEC RIA. 2020 2023 {{current_slide_index}} {{total_slide_count}} Among the Best. 2023 Our History Pinkerton ranked by Forbes in Top ½ of 1% of RIA’s in the nation. 2022 2023 {{current_slide_index}} {{total_slide_count}} Scaling New Heights. 2023 Our History Pinkerton surpassed $1 billion in assets under management. 2023 2024 {{current_slide_index}} {{total_slide_count}} Elevating the Brand. 2024 Our History Company changes its name and branding to Pinkerton Wealth, LLC. 2023 2024 {{current_slide_index}} {{total_slide_count}} Patent Approved. 2024 Our History Sherman Portfolios obtains its first patent on three of its exit strategy signals. 2024 2024 {{current_slide_index}} {{total_slide_count}} Legacy of Excellence. 2024 Our History Sherman Portfolios celebrates its 25th Anniversary. 2024 2025 {{current_slide_index}} {{total_slide_count}} Advising Without Borders. 2025 Our History Pinkerton Expands to 7 Locations, Stretching Coast to Coast—from Honolulu to South Carolina. 2024 2025 {{current_slide_index}} {{total_slide_count}} Milestone Achieved. 2025 Our History Sherman Portfolios surpasses $2 billion in AUM/AUA. 2025 2025 {{current_slide_index}} {{total_slide_count}} Celebrating the Journey. 2025 Our History Pinkerton Wealth celebrates its 38th Anniversary. 2025 2026 {{current_slide_index}} {{total_slide_count}} NAMED #1 FASTEST-GROWING TAMP. 2026 Our History True Freedom® Investing earns the top spot from America's Best TAMPs. 2025
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With cutting-edge technology, personalized support, and a commitment to excellence, we empower financial advisors to grow and thrive. Experience a collaborative approach that puts your goals first. Let’s build a stronger future together!

Pinkerton Wealth, LLC

2000 John Loop
Coeur d’Alene, ID 83814

1.208.667.8998 1.800.634.2008 Info@PinkertonWealth.com Fax: 208.667.5868
Minimum private wealth management portfolio is $500,000, and corporate 401(k) plan minimum is $2 million. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Pinkerton Retirement Specialists, LLC (PRS) is now Pinkerton Wealth, LLC.

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