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 $19,900,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$236,905
- A percentage of assets under your management
- Hourly charges
- 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)
Walter Koon (CRD# 4649376) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has over 10 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.