PANKONIN FINANCIAL GROUP

RIASEC Registered

Total AUM

$92.7M

Discretionary

$92.7M

100% of AUM

Avg account

$54.9K

Accounts

1,690

Employees

Advisory reps

Firm details

Headquarters: Belle Plaine, Minnesota
CRD number: 322520
Website: pankoninfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED, MATRIX TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals79.72%
HNWI20.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pankonin Financial Group is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm positions itself as a fee-based advisor and capital allocator, offering financial planning and discretionary portfolio management for individuals and small businesses, along with services to select and monitor outside advisers. Its fee model is a mix of AUM-based billing, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. Industry affiliations include connections to an insurance company.