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Dan Ostlund, CF2

Home Directory Dan Ostlund
Dan Ostlund

Dan Ostlund

Certified Financial Fiduciary®

CF2 Since 2019

Accepts Remote Clients

UNIVERSITY PLACE, WA

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200853
Active Dates
Aug 8, 2019 – Aug 8, 2026
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About Dan Ostlund

Dan Ostlund is the founder of Ostlund Wealth Advisors, LLC., (OWA) operating a branch office in University Place, Washington as an IAR of Pinkerton Wealth, LLC. in Coeur d’Alene, Idaho. Dan has helped educational employees and their spouses with all aspects of their retirement planning since 1987.

In addition to OWA’s website, please visit www.pinkertonwealth.com to see the scope of our retirement and wealth management services.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Federal Benefits Investing Budgeting Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Investment advisory services for Ostlund Wealth Advisors, LLC (“OWA”) are provided through Pinkerton Wealth Partners (“PWP”), an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or expertise. PWP and OWA are not affiliated. Neither PWP nor OWA provide legal or tax advice. For more information on PWP’s advisory services please review the firm’s disclosure documents including our Client Relationship Summary which can be found by clicking on the following link https://adviserinfo.sec.gov/firm/summary/120973

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