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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Jay Pankonien is a financial advisor with Avantax Advisory Services. Gary has been in the industry since 1994, and has held previous roles with various firms including MML Investors Services, Inc., Princor Financial Services Corporation, Waddell & Reed, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Gary holds Series 7 and Series 63 licenses as well as the Series 65. Gary works with individuals, corporations, and retirement plans to provide financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
WI
08/27/2015 - Present
Avantax Advisory Services (JANESVILLE WI)
MA
03/10/2004 - 12/17/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
01/22/1997 - 10/13/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
KS
07/19/1995 - 12/20/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
11/07/1994 - 01/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/07/1994 - 01/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
WI
11/18/1991 - 06/22/1993
COLTRANE SECURITIES NETWORK, INC. (MADISON WI)
MN
03/01/1991 - 05/21/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/01/1991 - 05/21/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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