Pinkerton Retirement Specialists LLC

Pinkerton Retirement Specialists LLC, legally named PINKERTON RETIREMENT SPECIALISTS, LLC, is an Idaho-based company with 20 employees, including 11 in advisory positions. Though it is unclear how many clients the firm serves, it remains an SEC-approved investment advisor as of its last recorded registration in June 2010.

• DANIEL WALTER PINKERTON

  MANAGING MEMBER/PRESIDENT owns less than 5%

• GERY JOSEPH SADZEWICZ

  CHIEF COMPLIANCE OFFICER owns less than 5%

• KATHRYN ELAINE PINKERTON

  VICE PRESIDENT/MEMBER owns less than 5%

• PINKERTON FAMILY HERITAGE LIMITED PARTNERSHIP

  MEMBER owns more than 25% but less than 50%

• PINKERTON FINANCIAL CORPORATION, INC.

  MEMBER owns more than 25% but less than 50%

• PINKERTON INVESTMENTS, INC.

  MEMBER owns more than 25% but less than 50%

• RONALD LEE GLENDENING

  CHIEF OPERATING OFFICER owns less than 5%

• DANIEL W. AND KATHRYN E. PINKERTON LIVING TRUST

  OWNER owns 75% or more

• Selway Asset Management Inc
• The Caprock Group Inc
• DB Fitzpatrick & Co Inc
• SUN Valley Gold LLC
• HRC Wealth Management LLC
• PINNACLE PORTFOLIO ADVISORS
• Kelly WOOD Financial Group LLC
• Continuum Advisory LLC
• TBFM LLP
• Legacy Wealth Management LLC

• Pinkerton Retirement Specialists, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• The Transformation of Pinkerton Retirement Specialists' Portfolio: Q3 2022 vs. Q4 2022

• SCHWAB STRATEGIC TR $33,365k
• SCHWAB STRATEGIC TR US DIVIDEND EQ $29,482k
• SCHWAB STRATEGIC TR $28,249k
• SCHWAB STRATEGIC TR US MID-CAP ETF $27,701k
• SCHWAB STRATEGIC TR $22,734k
• MICROSOFT CORP $5,568k
• DIREXION SHS ETF TR $5,478k
• SCHWAB U.S. LARGE-CAP GROWTH ETF $5,463k
• INVESCO EXCHANGE TRADED FD T $5,372k
• SCHWAB STRATEGIC TR US REIT ETF $5,105k