NetworkยทVenture Capital

Koon Financial Planning & Consulting/kfp&c

Unclaimed

๐Ÿ“ GREENWOOD, IN

Venture Capitalbusiness services
www.koonfinancial.com/ โ†—

SEC CRD #801-132426

About

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 ...

Key Contact

SE

SUSAN E MITCHELL

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (317) 887-1714

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AUM

$147M

Location

GREENWOOD, IN

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