Polly Stoecklein
Polly Stoecklein is a CFP-designated registered investment advisor at Pinkerton Wealth Partners, based in Coeur D'Alene, ID, with 43 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,152 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee of up to 2.0% of the assets in your account. The fee is based on the market value of the account, the types of assets held, your financial situation, and trading activity, and is negotiable. Fees are charged quarterly in advance. If Pinkerton Wealth uses its affiliate, Sherman Portfolios, clients may be charged a sub-adviser fee of up to 0.8%.
Location
2000 John Loop, Coeur D'Alene, ID, 83814
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Regulatory History (2)
Customer Dispute
May 2022Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Polly is a trustee for Greater Manhattan Community Foundations since 2010. She is also the owner of Stoecklein Financial Services, where she works as a CFP (nearly full-time) and sells life, disability, and long-term care insurance (a few hours per week). Additionally, she receives rental income from an office sharing agreement.
Employment History
Current Registrations
Pinkerton Wealth Partners
Previous Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
New England Securities Corporation
Lincoln Financial Advisors CorporationBroker
Unum Sales CorporationBroker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.