Gary Jay Pankonien

Current Employers

Employment History

• 01/2004 → Present
  Alt Financial Services
  Janesville, WI
• 12/2004 → 09/2025
  Avantax Investment Services, Inc.
  Janesville, WI
• 08/2015 → 09/2025
  Avantax Advisory Services
  Janesville, WI
• 01/2017 → 02/2020
  Alt Tax Services Inc
  Janesville, WI
• 02/2020 → Present
  Alt Tax And Financial Services Inc
  Janesville, WI
• 12/2004 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Janesville, WI
• 12/2004 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Janesville, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Janesville, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-08-27 → 2025-09-05
  Avantax Advisory Services
  Janesville, WI

Other Businesses

1) ALT TAX AND FINANCIAL SERVICES INC~1101 JOLIET ST~JANESVILLE~WI~53546~Accounting Services/Tax Preparation~Employee~2/1/2020~80hrs~65hrs~I PERSONNALY MEET WITH CLIENTS AND PREPARE THEIR INDIVIDUAL INCOME TAX RETURNS. 2) POA FOR FNANCE AND PROPERTY FOR MY MOTHER POSITION: POWER OF ATTORNEY NATURE: APPOINTED AS POWER OF ATTORNEY FOR MY MOTHER-FLORENCE V PANKONIEN INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2020 ADDRESS: 404 GLACIER POINTE TRL, Janesville WI 53545, United States DESCRIPTION: POWER OF ATTORNEY FOR FINANCES AND PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-13
• S63 Uniform Securities Agent State Law Examination
  1992-01-20