A complete list of active advisors currently associated with Pankonin Financial Group

Warmer can help you find a great advisor at Pankonin Financial Group or one who fits your needs even better.

Pankonin Financial Group is a state-registered investment adviser that manages approximately $92.7 million for about 829 clients, serving individuals (including high-net-worth and non-HNW clients) and qualified retirement plans. The firm provides discretionary asset management, ERISA 3(21) plan advisory services, one-time and ongoing financial planning, and access to third‑party programs through Orion Portfolio Solutions and American Funds platforms. The firm manages client portfolios on a discretionary basis using client-specific objectives and written investment policy statements, applying fundamental and charting analysis and longer‑term purchase strategies. Account oversight includes quarterly reviews and monitoring for rebalancing and tax‑loss harvesting, while ongoing planning clients may receive monthly meetings and reporting. Noteworthy aspects include an unusually high client-to-advisor ratio (829 clients supported by two advisors), which is uncommon among peers and may shape how services are delivered and prioritized. The firm’s owner also operates an affiliated independent insurance practice, spending roughly 20% of his time on that activity and receiving insurance commissions—a potential conflict the brochure discloses and addresses through written disclosures and the firm’s stated fiduciary procedures.

To learn more about the advisors currently working at Pankonin Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.