Walter Koon, financial advisor Greenwood IN

Walter Koon

CRD Number: 4649376
Current Firm: Koon Financial Planning & Consulting/kfp&c

Walter Koon (CRD# 4649376) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has over 17 years of experience in the finance industry. Walter Koon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Koon Financial Planning & Consulting, LLC Greenwood, IN Mar 2021 - Current 3
Shared Office Leasing Greenwood, IN Oct 1996 - Current 27
Koon Financial Planning & Consulting, LLC Greenwood, IN May 2010 - Mar 2021 10
Indiana University Bloomington, IN Jan 2003 - Jun 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Walter L. Koon
Phone Number: 317-887-1714
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $637,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN

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