NetworkยทVenture Capital
๐ GREENWOOD, IN
SEC CRD #801-132426
We provide personalized financial planning and investment management services to clients in Indianapolis and Bloomington, Indiana and across the United States. KOON FINANCIAL PLANNING & CONSULTING/KFP&C ( CRD # 126051/SEC#:801-132426 ) SEC Approved 9/12/2025 Indiana Terminated 9/23/2025 Services include modular or full financial plans, investment supervisory services, selection and oversight of separate account managers, and implementation ...
SUSAN E MITCHELL
CHIEF COMPLIANCE OFFICER
๐ (317) 887-1714
๐ Sign up for free to view key contact information
Sign up free โThis profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$147M
Location
GREENWOOD, IN
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.