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Kyon Pannill

Compound Planning

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About Kyon Pannill

Kyon Pannill is an active investment advisor representative with Compound Planning, a firm based in Byron Center, MI. Kyon Pannill has been in the financial services industry since 2014 and has experience with insurance sales, investment related services, and financial planning. Kyon Pannill is registered to offer advisory services in California. Prior to joining Compound Planning, Kyon Pannill was registered with Securian Financial Services, Inc., and USA Financial Securities Corporation. Kyon Pannill's experience spans various industries, including financial services, insurance, and wealth management.

Firm Information

Kyon Pannill is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Kyon Pannill’s Registration & Firm History

MI

02/15/2023 - Present

Compound Planning (Byron Center MI)

MI

02/25/2020 - 07/27/2020

SECURIAN FINANCIAL SERVICES, INC. (Okemos MI)

MI

05/10/2014 - 12/07/2015

USA FINANCIAL SECURITIES CORPORATION (ADA MI)

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Licenses & Designations

BOTH

Issued 01/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2014

Series 24 - General Securities Principal Examination

BC

Issued 02/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyon Pannill.
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