Janette Koon, financial advisor Indianapolis IN
96 score

Janette Koon

CRD Number: 1074687
Current Firm: Waddell & Reed

Janette Koon (CRD# 1074687) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 33 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.

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Professional Designations
Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Morgantown, IN Mar 1994 - Current 22
Waddell & Reed, Inc. Greenwood, IN Dec 1993 - Current 23
Madison Properties Management, LLC Greenwood, IN Jun 1988 - Current 28
Heartland Community Bank Franklin, IN Sep 2005 - Aug 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Janette F. Koon
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • IL
  • IN
  • MD
  • MI
  • MN
  • NC
  • OH
  • TX
  • VA
  • FL
  • KY
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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