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Joel Kristopher Koon

Four Quadrant Wealth Advisors, Inc.

Carmel, IN

CRD 8264700

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Employer firm

Four Quadrant Wealth Advisors, Inc. CRD 130753

$219M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Four Quadrant Wealth Advisors, Inc.

11939 N Meridian St Ste 225, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-18
  • IN RA
    APPROVED
    Since 2026-05-18

Branch Locations

11939 N Meridian St Ste 225, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Auto Parts Indianapolis IN 05/2012 06/2017
Layher & Company Pc Fishers IN 01/2020 08/2020
Topgolf Fishers IN 06/2017 08/2020
Renewal By Anderson Carmel IN 08/2020 02/2022
Four Quadrant Wealth Advisors, Inc. Carmel IN 02/2022 Present
  • 05/2012 → 06/2017
    Advanced Auto Parts
    Indianapolis, IN
  • 01/2020 → 08/2020
    Layher & Company Pc
    Fishers, IN
  • 06/2017 → 08/2020
    Topgolf
    Fishers, IN
  • 08/2020 → 02/2022
    Renewal By Anderson
    Carmel, IN
  • 02/2022 → Present
    Four Quadrant Wealth Advisors, Inc.
    Carmel, IN
Designations
  • Certified Financial Planner

View on SEC IAPD

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OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

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