Gary Pankonien is a registered investment advisor, based in Janesville, WI, with 32 years of industry experience.
Location
1101 Joliet Street, Janesville, WI, 53546
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 Activities
Gary works for Alt Tax and Financial Services Inc. preparing individual income tax returns, dedicating about half of his time. He also serves as power of attorney for his mother's finances and property, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Coltrane Securities Network, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.