CRD: 322520
Pankonin Financial Group
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · Matrix Trust
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 831 clients, or 415.5 clients per representative. That equates to $111.6K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Pankonin Financial Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.