Advisor at Pankonin Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pankonin Financial Group
Location
Belle Plaine, MN 56011
Credentials
Series 63, Series 66
Industry experience
37 years
Daniel Uecker is a financial advisor with Pankonin Financial Group, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates, and he has owned Uecker Insurance since 1988. Outside of his advisory work, he serves as an elder at Immanuel Lutheran Church and is president of the Gaylord Chamber of Commerce. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm emphasizes client-tailored portfolios based on documented profiles and investment policy statements, and serves over 800 clients with two advisors.
Based on Pankonin Financial Group
Based on Pankonin Financial Group
Fixed annual fee for ongoing consulting ranging from $0 to $5,000 based on complexity
1.50% annually
$200 per hour for one-time financial planning services
Account minimum: $100,000
106 E Main St, Suite 104
Belle Plaine, MN 56011
Minnesota
Hantge Funeral Ave
2023 - Present (3 years)
Ashton Pankonin LLC, dba Pankonin Financial Group
2022 - Present (4 years)
Focus Financial
2009 - 2022 (13 years)
Royal Alliance Associates
2009 - 2022 (13 years)
Uecker Insurance
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Chaska, MN
7th St. Financial
My mission is simple. To help my clients make smart financial decisions so they can be in the position to live the life they want. Every client is different and everyone has different dreams. Your unique combination of family, education, health, life experiences, and interests help shape you and what you want out of life. 7th Street Financial will help you on your unique path with custom advice and plans. As an advisor, I have several primary roles I need to perform for my clients. 1. Listen. My first objective is to truly listen to clients and hear what is important to them so we can work towards the correct objectives. 2. Be knowledgable. This is what you pay me for. To know the things you don't that will improve your financial position. 3. Be flexible. Throughout the course of our relationship, life will inevitably throw you a few curve balls. We have to be flexible and adapt to your new life circumstances and new goals. 4. Be accountable. One of the main things people want out of an advisor is someone to keep them on task forgetting the things done they need to do. The firm's tagline is Financial Planning for the 99%. I say this because I believe financial planning is not just for those that have over $5 million in assets. Many financial advisors require you to build up $500,000 before they will talk to you. I believe people need help to get to that mark and beyond. We all want to be able to do the things that bring joy to our lives. That is my ultimate goal for you. To help you make the financial moves that will put you in the position to do the things that bring
Series 66
Belle Plaine, MN
Pankonin Financial Group
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
Series 63, Series 66
New Prague, MN
Michael Traxler Wealth Management, LLC
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
Series 65
New Prague, MN
Michael Traxler Wealth Management, LLC
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