Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
16yrs
Kai Pan
Financial advisor at Wasatch Advisors
Kai Pan is a fiduciary financial advisor in Salt Lake City, Utah, with 16 years in the industry. Kai joined Wasatch Advisors in 2023, a firm offering investment management and private fund management. Wasatch Advisors reports being paid through a percentage of assets and performance-based fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 64% of advisors in Salt Lake City
Office505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
FirmWasatch Advisors
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.38 million
Advisors at the firm41
States licensed ?1 state
Services through Wasatch Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWasatch Advisors LPCurrent firm
Contact Kai
(801) 533-0777Wasatch Advisors main office 505 Wakara Way, 3rd FloorSalt Lake City, UT 84108Office · Get directions Firm websitewww.wasatchglobal.com
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Questions to ask Kai
Tailored to Kai’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kai
How do I contact Kai?
Call Wasatch Advisors at (801) 533-0777 and ask for Kai Pan. Kai works from the Salt Lake City, UT office.
How long has Kai been a financial advisor?
Kai has been in the industry since 2010, about 16 years. More experience than 64% of advisors in Salt Lake City.
What licenses does Kai hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kai a fiduciary?
Kai is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kai paid?
Wasatch Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Kai for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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