Daniel Uecker, financial advisor Belle Plaine MN

Daniel Uecker

CRD Number: 1850031
Current Firm: Pankonin Financial Group

Daniel Uecker (CRD# 1850031) is an Investment Advisor Representative working at Pankonin Financial Group in Belle Plaine, MN and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Hantgefuneral Ave Glencoe, MN Jun 2023 - Current < 1
Ashton Pankonin Llc, Dba Pankonin Financial Group Belle Plaine, MN Dec 2022 - Current 1
Uecker Insurance Belle Plaine, MN Jun 1988 - Current 35
Royal Alliance Associates New York, NY Sep 2009 - Dec 2022 13
Focus Financial Roseville, MN Sep 2009 - Dec 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Daniel P. Uecker
Phone Number: (952) 873-2703
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $83,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN

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