KOON FINANCIAL PLANNING & CONSULTING, LLC
Legal name: KOON FINANCIAL PLANNING & CONSULTING/KFP&C
CRD #126051 SEC #801-132426 GREENWOOD, IN 317-887-1714
SEC Registered
Total AUM
$114.5M
Discretionary
$112.7M
Employees
2
Clients
1
Accounts
157
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIVE ENTERPRISES | DE | HOLDING COMPANY | NA | |
| HIVE ENTERPRISES | DE | HOLDING COMPANY | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| Fruits, Evan, Scott | I | PRESIDENT | E | Control |
| HIVE ENTERPRISES | DE | HOLDING COMPANY | E | |
| HIVE ENTERPRISES | DE | HOLDING COMPANY | E | |
| HIVE ENTERPRISES | DE | HOLDING COMPANY | E |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (1)
IN
Address
384 N MADISON AVE STE. 200GREENWOOD, IN 46142
United States
Phone: 317-887-1714