Best Investors Account Sign in
Inactive

Sean Michael Kuehl

Pandi, LLC

Kansas City, MO

CRD 6656102

Claim This Profile
Employer firm

Pandi, LLC CRD 330112

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pandi, Llc

300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-02-18
MO RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-18
  • KS RA
    APPROVED
    Since 2026-02-18
  • MO RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

300 Wyandotte Street Suite 301, Kansas City, MO 64105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pandi, Llc Kansas City MO 06/2017 Present
N/A, Undergraduate Kansas City KS 06/2015 06/2017
  • 06/2017 → Present
    Pandi, Llc
    Kansas City, MO
  • 06/2015 → 06/2017
    N/A, Undergraduate
    Kansas City, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

More in Kansas City, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor