Gary Pankonien (CRD# 2127879) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 32 years of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5354977
Madison Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alt Tax And Financial Services Inc. | Janesville, WI | Feb 2020 - Current | 4 |
| Avantax Advisory Services | Janesville, WI | Aug 2015 - Current | 8 |
| Avantax Investment Services, Inc. | Janesville, WI | Dec 2004 - Current | 19 |
| Alt Financial Services | Janesville, WI | Jan 2004 - Current | 20 |
| Alt Tax Services Inc. | Janesville, WI | Jan 2017 - Feb 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- WI
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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