Joel Kristopher Koon
Investment adviser representative at Four Quadrant Wealth Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$219MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Four Quadrant Wealth Advisors, Inc.Feb 2022 to now
- Renewal By AndersonAug 2020 to Feb 2022
- Layher & Company PcJan 2020 to Aug 2020
- TopgolfJun 2017 to Aug 2020
- Advanced Auto PartsMay 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Four Quadrant Wealth Advisors, Inc.
$219MAssets managed
100Clients
8Advisers
4 yearsIn 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
- 8264700
- Firm CRD
- 130753