Daniel Uecker
Daniel Uecker is a registered investment advisor at Pankonin Financial Group, based in Belle Plaine, MN, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 829 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria. For accounts managed through Orion Portfolio Solutions, additional fees apply. For accounts held at American Funds Service Company (AFS), the fee is 1.50% annually.
Fee Estimator
Location
106 E Main St, Suite 104, Belle Plaine, MN, 56011
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a partner in an office building and involved with Immanuel Lutheran Church and the Gaylord Chamber of Commerce. He also owns Uecker Insurance, where he sells health insurance, Medicare products, and fixed life insurance, dedicating about a third of his time to this.
Employment History
Current Registrations
Pankonin Financial Group
Previous Registrations
Focus Financial
Royal Alliance Associates, INC.Broker
First Heartland Capital, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.