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Pankonin Financial Group
Pankonin Financial Group builds individual financial plans, reviews investment portfolios, and provides retirement planning advice. The firm delivers...
Overview
Pankonin Financial Group builds individual financial plans, reviews investment portfolios, and provides retirement planning advice. The firm delivers professional asset management and independent financial services and is committed to building lasting relationships with clients. They assist with services including 401k rollovers, IRAs and Roth IRAs, business retirement plans, annuities, insurance, and estate planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Ashton Pankonin
President and Founder
Dan Uecker
Financial Advisor
Kayla Buszmann
Office Administrator
Kacey Tollefson
Licensed Agent
Frequently asked questions
How does Pankonin Financial Group source its deals?
Without a public-facing team or website, the office almost certainly sources investments through long-standing private networks, direct outreach from real estate brokers and developers, and referrals from professional service firms such as law and accounting practices. This relationship-driven sourcing is a hallmark of private family offices that prioritize deal confidentiality over competitive auction processes.
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