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Matthew Gene Ferguson

PANDI, LLC·LEAWOOD, Kansas
Series 7, Series 66Clean record15 years registeredPANDI, LLC
11150 OVERBROOK, SUITE 310, LEAWOOD, KS 66211CRD# 5169485Firm CRD# 330112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Gene Ferguson · LEAWOOD, KS
Registration
CRD #5169485 · PANDI, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PANDI, LLC
Jan 2025 – present
GEORGE K. BAUM ADVISORS LLC
Jan 2011 – Feb 2012
KANSAS CITY, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 18, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PANDI, LLC
CRD 330112 · SEC 801-131022
AUM
$2.0B
Regulatory assets under management
Employees
13
145 client accounts
Services offered by PANDI, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PANDI, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Gene Ferguson offer?
Matthew Gene Ferguson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Matthew Gene Ferguson's credentials?
Matthew Gene Ferguson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Gene Ferguson located?
Matthew Gene Ferguson is based in LEAWOOD, Kansas, working with PANDI, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Matthew Gene Ferguson charge for services?
Matthew Gene Ferguson'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.
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