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Current Employers
Koon Financial Planning & Consulting/Kfp&C

384 N Madison Ave Ste. 200, Greenwood, IN 46142 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-11-06
  • IN RA
    APPROVED
    Since 2017-11-06

Branch Locations

384 N Madison Ave Ste. 200, Greenwood, IN 46142 • 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
Indiana University Indianapolis IN 05/2010 06/2019
Cross Financial Services Franklin IN 09/2013 09/2017
Koon Financial Planning & Consulting/Kfp&C Greenwood IN 09/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-06
  • S65 Uniform Investment Adviser Law Examination
    2017-11-06

View on SEC IAPD

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