Sean Kuehl
Advisor at Pandi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sean Kuehl is a financial advisor at Pandi, LLC in Kansas City, MO, holding a Series 65 designation with nine years of experience at the firm since 2017. He does not have notable prior firms listed. Pandi provides investment advisory and portfolio management services to families, individuals, trusts, institutions, and private companies owned by family clients. The firm offers discretionary and non-discretionary investment management, outsourced CFO consulting, financial planning, and access to third-party separately managed accounts and alternative private funds, with a focus on tailored investment policy development and manager due diligence.
Client services
Based on Pandi, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Pandi, LLC
Private / alternative investments
Wealth management
Cash flow / budgeting
Fee options
Fixed fees billed in advance or arrears based on flat rate and frequency agreed upon in investment management agreement.
Hourly fees billed monthly or quarterly in arrears; rates vary based on account size, complexity, and other factors, specific hourly rate disclosed in Client invoice.
Fee-only: Fees are negotiable and based on hourly or fixed fees as agreed in the investment management agreement.
Location
300 Wyandotte Street, Suite 301
Kansas City, MO 64105
Most active in
Sean K has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Work history
Pandi, LLC
2017 - Present (9 years)
N/A, Undergraduate
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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