Tate E Benson
Investment adviser representative at Pandi, LLC
12 yearsExperience
4 statesRegistered in
$1.4BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Pandi, LLCJun 2022 to now
- Security Benefit Life Insurance CompanyMay 2021 to Aug 2021
- GrataMay 2020 to Aug 2020
- Morgan StanleyMay 2019 to Aug 2019
- The University of KansasMay 2018 to May 2022
- Pembroke Hill SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 4 states (IL, KS, MO, TX).
Pandi, LLC
$1.4BAssets managed
17Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7113758
- Firm CRD
- 330112