Everything you need to know about QSBS
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location

Grand Rapids, MI

Kyon Pannill

Head of Trading

Kyon oversees all trading-related functions at Compound Planning. Kyon has built out the Trade Desk from the ground-up - and is continuously looking to improve the functionality of the platform to meet Advisors’ needs. Prior to joining Compound Planning, Kyon’s experience spans across 15+ years - with most of this time spent in trading. He has worked with hundreds of Advisors, traded on 12+ custodians, and utilized 10+ rebalancing platforms. Kyon previously managed the Trade Desk for an $8B firm where he directly oversaw $3.2B in assets. Additionally, he previously started an investment management firm, from which he learned even more about ...

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(415) 376-4679

[email protected]

LinkedIn

Experience

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Compound Planning

1 year

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Wealthspan Investment Management, LLC

3 years

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Securian Financial Advisors of the Great Lakes

1 year

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FormulaFolio Investments, LLC

4 years

Qualifications

Grand Valley State University

Master of Business Administration (MBA)

Michigan State University

Bachelor of Arts (BA) - Finance

Series 7

Securities License

Series 7 Top-off

Securities License

Series 66

Securities License

Securities Industry Essentials®

SIE®

Series 24

Securities License

Specialities

Investment management

Trading operations

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Your personal family
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Compound