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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-10 |
Branch Locations
2000 John Loop, Coeur D'ALene, ID 83814 • United States
Powdersville, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Manhattan | KS | 11/2012 | 08/2022 |
| Independent Financial Partners | Manhattan | KS | 11/2012 | 09/2018 |
| Independent Advisor Alliance | Charlotte | NC | 09/2018 | 08/2022 |
| Vanderbilt Securities, Llc | Manhattan | KS | 08/2022 | 04/2025 |
| Consolidated Portfolio Review | Manhattan | KS | 08/2022 | 04/2025 |
| Pinkerton Wealth Partners | Powdersville | SC | 05/2025 | Present |
1) Greater Manhattan Community Foundations Trustee Since 2010 Not Investment realted 2) Stoecklein Financial Services - Investment Related. Address: 218 S 4th St Manhattan Ks, 66502. Title: CFP Owner. Duties: joined Vanderbilt securities 8/22/2022. Stoecklein Financial Services DBA has existed since approximately 1981. Time spent during regular hours: 95%. 3) Stoecklein Financial Services. Not investment related. Start date: 08/15/2022. Address: Powdersville SC. Title: Owner. Duties: general non-variable insurance, independent agent = sale of life, DI and LTC. Time spent during regular hours: 5%. 4) 08/15/2022 - NOT INVESTMENT RELATED. Stoecklein Financial services. Powdersville, SC. Owner. receive rental income 300/mo. from office sharing agreement. 100% time spent during regular hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-05-15 |
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