Ronald Lee Glendening
Investment Adviser Representative at Sherman Portfolios
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ronald Lee Glendening is an investment adviser representative in Coeur D'alene, ID, currently registered with Pinkerton Wealth Partners and Sherman Portfolios. They have worked in the securities industry since 2002 and were previously registered with LPL Financial Corporation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Idaho and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TRUE Freedom Investing, LLC DBA Sherman PortfoliosOct 2022 – no end date reportedCoeur D'alene, ID
- Pinkerton Retirement Specialists, LLCJun 2010 – no end date reportedCoeur D'alene, ID
- Triad Advisors, Inc.May 2016 – Dec 2020Norcross, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sherman Portfolios
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $5,000 (waivable)
- Active & Passive Models0.35%
- Tactical Models0.80%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial data and research to be incorporated into investment decision-making processes, offered via subscription plans (SLS 1.0 Monthly, SLS 1.0 Annually, SLS Portfolio Manager) for up to 3 users.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Coeur D'alene, ID
- SEC file number:
- 801-126397
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Sherman Portfolios
1 other advisor in the directory
View Sherman Portfolios firm profileSimilar advisors in Coeur D'alene, ID
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ronald Lee Glendening has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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