Claim Profile
LH

Lauren Elizabeth Heyen

PANDI, LLC·LEAWOOD, Kansas
Unclaimed Profile
11150 OVERBROOK, SUITE 310, LEAWOOD, KS 66211CRD# 7959352Firm CRD# 330112
01

About

Lauren Elizabeth Heyen is a registered financial advisor based in LEAWOOD, Kansas, affiliated with PANDI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PANDI, LLC
PANDI, LLC
AUM
$2.0B
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Regulatory
SEC/IARD CRD# 7959352
Firm CRD# 330112
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEAWOOD?

Browse all registered financial advisors in LEAWOOD, Kansas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lauren Elizabeth Heyen offer?
Lauren Elizabeth Heyen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Lauren Elizabeth Heyen's credentials?
Lauren Elizabeth Heyen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Elizabeth Heyen located?
Lauren Elizabeth Heyen is based in LEAWOOD, Kansas, working with PANDI, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Lauren Elizabeth Heyen charge for services?
Lauren Elizabeth Heyen's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PANDI, LLC?
PANDI, LLC has approximately 13 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty