PS
CFA · CFP
PS
CFA · CFP

Paul Kevin Steenblik

19 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
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Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paul is an advisor at Pinkerton Retirement Specialists LLC, providing financial planning and investment advisory services. He also does public records research, is on the investment committee for a private school, and volunteers for his church, spending about 10-20% of his time on church activities.

Employment History
Current Registrations
Pinkerton Wealth Partners
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
LPL Financial LLCBroker
September 2009 - May 2016 · 6 yrs 8 mos
LPL Financial LLC
September 2009 - December 2011 · 2 yrs 3 mos
Associated Securities CORP.
April 2009 - September 2009 · 5 mos
Associated Securities CORP.Broker
April 2009 - September 2009 · 5 mos
Abridge Partners, LLC
October 2007 - December 2013 · 6 yrs 2 mos
Ffr Advisory
July 2007 - January 2008 · 6 mos
Fsc Securities Corporation
November 2006 - July 2007 · 8 mos
Fsc Securities CorporationBroker
October 2006 - April 2009 · 2 yrs 6 mos
State Registrations2 states
IDWA
Advisor
Exams
No exam information available for this advisor.