Troy David Coon

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → Present
  Watson Coon Ryan Llc
  Centennial, CO
• 01/2000 → Present
  Troy Coon
  Centennial, CO
• 01/2018 → 12/2019
  Watson Coon & Associates
  Greenwood Village, CO
• 09/1998 → 12/2017
  Yanari Watson Mcgaughey Pc
  Greenwood Village, CO
• 09/2024 → Present
  Avantax Planning Partners
  Centennial, CO
• 12/2024 → 09/2025
  Avantax Investment Services Inc
  Centennial, CO
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Centennial, CO

Other Businesses

1) WATSON COON RYAN LLC POSITION: Manager NATURE: The partnership offers proactive planning for both businesses and individuals.?We advise and guide both companies and individuals in tax compliance matters. The partnership provides clients with strategic tax consulting, corporate tax planning, trust and estate planning,IRS representation.? andIncome tax planning and compliance??? INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 60 START DATE: 07/10/2018 ADDRESS: 6025 South Quebec Street, Suite 260, Centennial CO 80111, United States DESCRIPTION: Specifically, I guide our tax team on tax compliance matters. I also review individual, corporate and trust tax returns prepared by our tax team. Strategize with individual and entities on tax related matters. Provide research and opinions on complex tax issues. Act as an advocate on behalf of clients while representing them in front of the Internal Revenue Service. 2) TROY COON POSITION: Sole Proprietor NATURE: The sole proprietorship provides tax consulting and planning for family and friends. The sole proprietorship? provides planning related to tax transactions and projections related related to future tax years. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 7645 S Cook Way, Suite 260, Centennial CO 80122-3510, United States DESCRIPTION: Specific job duties include year end tax return preparation and compliance. Preparation of projected taxable income and consulting related to taxable events. Additional job duties include consultation related to accounting transactions related to bookkeeping. 3) AVANTAX PLANNING PARTNERS INC POSITION: Investment Advisor Representative NATURE: Provide investment advice and financial planning to firm clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/02/2024 ADDRESS: 6025 South Quebec Street, Suite 260, Centennial CO 80111, United States DESCRIPTION: 1. Assist client with investment decisions2. Review Performance3. Advise clients with tax strategies4. Transition of Wealth/Gifting5. Determine Investment Allocations 4) WATSON COON RYAN LLC (WM) POSITION: Manager NATURE: We will discuss and provide wealth management services to our existing and potential clients. Those services will include reviewing investment portfolios, discussing investment allocations, determining investment suitability, implementing tax strategies and assisting our clients with overall financial decisions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/10/2018 ADDRESS: 6025 South Quebec Street, Suite 260, Centennial CO 80111, United States DESCRIPTION: My specific duties include, marketing to clients our services, meeting with current and potential clients to discuss their financial goals, implementing tax strategies with advisory clients, determining investment suitability with clients reviewing client portfolios.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-03
• S65 Uniform Investment Adviser Law Examination
  2024-03-11

Other Names

• Troy D Coon
• Tom A Coon
• Troy David Coon