CRD: 322520
Pankonin Financial Group
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Matrix Trust
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 12-01-2022
- Office Locations
- 2
Office Locations
About Pankonin Financial Group
Pankonin Financial Group is a Minnesota-based retail advisory firm serving retirees, entrepreneurs and business owners with financial planning, tax-aware wealth planning and portfolio management, including ETF and mutual-fund based allocations and annuity solutions. The firm custodies with Charles Schwab and publishes the Pankonin Financial Perspective podcast plus ongoing market/retirement commentary.
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Owner & Executives
ASHTON GENE PANKONIN
Chief Compliance Officer, Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5672392
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DANIEL PAUL UECKER
Financial Advisor
- CRD
- #1850031
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,700,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $68,103,235 | 21.6% |
| Cash | $46,032,742 | 14.6% |
| Equity - Exchange | $96,164,290 | 30.5% |
| Municipal Bonds | $104,992,488 | 33.3% |
| Total | $315,292,755 | 100.0% |