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Financial ADVSR advisor directory · SEC adviser records

Pandi, LLC financial advisors in Kansas City, MO

Every SEC-registered investment adviser representative at a Pandi, LLC office in Kansas City, A to Z.

The short answer

6 registered advisors work at Pandi, LLC in Kansas City, out of 6 at the firm nationwide; it ranks number 27 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Pandi, LLC advisors in Kansas City, A to Z

Every Pandi, LLC advisor →

Pandi, LLC advisors in every city and state →Pandi, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9

Questions

How many financial advisors does Pandi, LLC have in Kansas City?

6 investment adviser representatives are registered at Pandi, LLC offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Pandi, LLC one of the largest advisor employers in Kansas City?

Pandi, LLC ranks number 27 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

How do I check a Pandi, LLC advisor in Kansas City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pandi, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.