# Pankonin Financial Group

Pankonin Financial Group is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** pankoninfinancialgroup.com

## Regulatory record

- **CRD number:** 322520
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322520

## About

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.

## People

- Ashton Pankonin — President and Founder
- Dan Uecker — Financial Advisor
- Kayla Buszmann — Office Administrator
- Kacey Tollefson — Licensed Agent

## 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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Last updated: 2026-08-11T15:07:41.444Z

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