Ashton Pankonin
Ashton Pankonin is a registered investment advisor at Pankonin Financial Group, based in Belle Plaine, MN, with 16 years of industry experience. Ashton 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
Ashton owns rental properties through Pankonin Enterprises LLC and manages expenses for Ashton Pankonin LLC. He is also an independent insurance agent, dedicating a few hours per week to insurance sales and service.
Employment History
Current Registrations
Pankonin Financial Group
Previous Registrations
Royal Alliance Associates, INC.Broker
Focus Financial
Waddell & ReedBroker
Waddell & Reed
Edward Jones
Edward JonesBroker
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.