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William O'neal Patterson

PANDI, LLC·LEAWOOD, Kansas
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11150 OVERBROOK, SUITE 310, LEAWOOD, KS 66211CRD# 7947291Firm CRD# 330112
01

About

William O'neal Patterson 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
View all advisors at PANDI, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Regulatory
SEC/IARD CRD# 7947291
Firm CRD# 330112
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William O'neal Patterson offer?
William O'neal Patterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are William O'neal Patterson's credentials?
William O'neal Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William O'neal Patterson located?
William O'neal Patterson is based in LEAWOOD, Kansas, working with PANDI, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does William O'neal Patterson charge for services?
William O'neal Patterson'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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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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