Walter Lewis Koon
Investment adviser representative at Koon Financial Planning & Consulting/kfp&c
30 yearsExperience
1 stateRegistered in
CFADesignation
$146.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Koon Financial Planning & Consulting/kfp&cJul 2010 to now
- Koon Financial Planning & Consulting, LLCMay 2010 to now
- Shared Office LeasingOct 1996 to now
- Indiana UniversityJan 2003 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Koon Financial Planning & Consulting/kfp&c
Legal name: Koon Financial Planning & Consulting, LLC
$146.9MAssets managed
163Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4649376
- Firm CRD
- 126051