Koon Financial Planning & Consulting/kfp&c

Koon Financial Planning & Consulting/kfp&c (CRD# 126051) is a financial advisory firm headquartered in Greenwood, IN. They manage $86,073,573 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
384 N Madison Ave Ste. 200, Greenwood, IN 46142
https://www.koonfinancial.com; https://www.linkedin.com/company/koon-financial-planning-consulting
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Koon Financial Planning & Consulting/kfp&c
Showing 1 - 2 of 2 top financial advisors.
1
Evan Fruits, financial advisor Greenwood IN
Evan S. Fruits
CRD#: 6860061
384 N Madison Ave Ste. 200, Greenwood, IN 46142

Evan Fruits (CRD# 6860061) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has over 6 years of experience in the finance industry.

2
Walter Koon, financial advisor Greenwood IN
Walter L. Koon
CRD#: 4649376
384 N Madison Ave Ste. 200, Greenwood, IN 46142

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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