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Ashton Gene Pankonin

Advisor at Pankonin Financial Group — Belle Plaine, MN

Updated today

Credentials

Series 66

Experience

17 years

Location

Belle Plaine, MN 56011

Pankonin Financial Group logo

Pankonin Financial Group

Supported

Total advisors

2

Clients per advisor

415 Very High

Avg AUM per client

$111,821 Very Low

HNW client ratio

2% Very Low

About

Ashton Pankonin is a financial advisor at Pankonin Financial Group in Belle Plaine, MN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Royal Alliance Associates, Inc. and Focus Financial Network, Inc. In addition to his advisory role, he operates an independent insurance agency. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm manages client assets through third-party programs and offers ongoing planning with regular client reviews, serving over 800 clients with two advisors.

Client services

Based on Pankonin Financial Group

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Pankonin Financial Group

General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management

Occupation focus

Based on Pankonin Financial Group

Founder/Business Owner

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Fee options

Fixed

Ongoing consulting fees range from $0 to $5,000 annually based on complexity and client needs

Percentage

1.50% annually (annual investment advisory fee based on total assets under management; fee negotiable)

Commissions

Investment Advisor Representatives receive commissions on insurance products as licensed insurance agents; separate from advisory services.

Project-based

$200 per hour for one-time financial planning services

Other

Account minimum: $100,000 (minimum may be lowered or waived in certain instances)

Location

Belle Plaine, MN

106 E Main St, Suite 104

Belle Plaine MN 56011

Advisors at this office

2

Most active in

Minnesota

Work history

17 years of industry experience

Ashton Pankonin LLC, dba Pankonin Financial Group

2022 - Present • 4 years

Belle Plaine, MN

Independent Insurance Agent

2022 - Present • 4 years

Belle Plaine, MN

Royal Alliance Associates, Inc.

2017 - 2020 • 3 years

New York, NY

Focus Financial Network, Inc.

2017 - 2020 • 3 years

Minneapolis, MN

Ashton Pankonin LLC

2017 - Present • 9 years

Belle Plaine, MN

Pankonin Enterprises Llc

2014 - Present • 12 years

Belle Plaine, MN

Waddell & Reed, Inc

2013 - 2017 • 4 years

Belle Plaine, MN

Edward Jones

2009 - 2013 • 4 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeff B

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

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Consultant Gen X (Born 1965-1980)
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Isaac B

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Berger Financial Group and Chart Industries. He was a full-time student for 16 years before beginning his advisory career. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm manages nearly $195 million in discretionary assets and employs a disciplined process based on client goals, risk tolerance, and a mix of fundamental and technical analysis.

Annuities
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Daniel U

Series 63, Series 66

Belle Plaine, MN

Pankonin Financial Group

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.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Wealth management Founder/Business Owner
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Michael T

Series 63, Series 66

New Prague, MN

Michael Traxler Wealth Management, LLC

Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Berger Financial Group and Private Partners, LLC, among others. Outside of advisory work, he is involved in farmland management and commercial real estate through ownership and officer positions in related businesses. Michael Traxler Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, and businesses by providing discretionary asset management, annuity management, and financial planning. The firm constructs investment programs based on client goals and risk tolerance, employs a mix of fundamental and technical analysis, and uses outside research to inform decisions.

Annuities
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Ernest P

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Ernest Pepel is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding a Series 65 designation and six years of industry experience. His work history includes a decade at Avid Fleet Maintenance prior to joining Michael Traxler Wealth Management, where he has worked since 2019. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets across four advisors, offering tailored investment programs based on client goals, risk tolerance, and time horizons.

Annuities
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Ted H

Series 65

New Prague, MN

Michael Traxler Wealth Management, LLC

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Berger Financial Group, Seagate, Safe Management, and American Income Life. Michael Traxler Wealth Management, LLC serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset and annuity management along with financial planning, using documented client goals and risk tolerance to guide investment decisions.

Annuities
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