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 $29,985,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $272,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 S. Fruits
CRD#: 6860061
399 North Madison Avenue, Suite 102, Greenwood, IN 46142
87
Wealthminder
score

Evan Fruits (CRD# 6860061) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has 1 year of experience in the finance industry.

2
Walter L. Koon
CRD#: 4649376
399 North Madison Avenue, Suite 102, Greenwood, IN 46142
76
Wealthminder
score

Walter Koon (CRD# 4649376) is an Investment Advisor Representative working at Koon Financial Planning & Consulting/kfp&c in Greenwood, IN and has over 11 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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