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SK

Sean M. Kuehl

PANDI
KANSAS CITY, MO 64105
Some features on this profile are disabled
CRD#: 6656102
SK

Professional summary

Sean Michael Kuehl is a registered financial advisor currently at PANDI, LLC located in Kansas City, Missouri.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sean has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Michael Kuehl's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 18, 2026 - Present

PANDI, LLC

Office #1: 300 Wyandotte Street Suite 301, Kansas City, MO 64105
RIA
CRD#: 330112
KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PL
PANDI, LLC
PANDI, LLC

CRD#: 330112 / SEC#: 801-131022

RIA
Registered Investment Advisory firm - (9/5/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(2/18/2026)
IAR
Missouri
(2/18/2026)
IAR
Texas
(2/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2026
Uniform Investment Adviser Law Examination

Current Firm

PL
PANDI, LLC
PANDI, LLC

CRD#: 330112 / SEC#: 801-131022

RIA
Registered Investment Advisory firm - (9/5/2024 Approved)
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Contact information

Main Address
300 Wyandotte Street Suite 301, Kansas City, MO 64105
Mailing Address
Phone number
(913) 437-9900
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PANDI LLC BROCHURE (5/22/2025)

Regulatory assets under management

Total Number of Accounts143
AUM (Assets Under Management)$ 2,039,599,738

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/18/2025
Cover Page
Report
03/18/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PANDI, LLC

CRD#: 330112Kansas City, MO 64105

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