Janette Koon (CRD# 1074687) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood, IN and has over 41 years of experience in the finance industry. Janette 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenwood, IN | Jul 2021 - Current | 2 |
| Franklin Heritage | Franklin, IN | Feb 2019 - Jul 2021 | 2 |
| Various Insurance Carriers For W & R Insurance Agencies | Morgantown, IN | Mar 1994 - Jul 2021 | 27 |
| Waddell & Reed, Inc. | Greenwood, IN | Dec 1993 - Jul 2021 | 27 |
| Madison Properties Management, LLC | Greenwood, IN | Jun 1988 - Jul 2021 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1983 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- CA
- FL
- GA
- IL
- IN
- KY
- MD
- MI
- MN
- MS
- NC
- OH
- PA
- TX
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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