Evan Fruits has been President of Koon Financial Planning & Consulting since March 2021, is a control person of the firm and directly owns 75% or more of it.
Koon Financial Planning & Consulting, LLC is a Greenwood, IN firm with $147M under management, 163 clients and 1 adviser across 2 offices, as of its March 2026 filing.
- – present · 8 yearsGreenwood, IN · Adviser representative · Firm CRD 126051
Investment adviser representative registrations
Evan Fruits is registered as an investment adviser representative in Indiana, since November 2017.
- IndianaSince 6 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Evan Scott Fruits
- CRD
- 6860061
- Firm
- Koon Financial Planning & Consulting · CRD 126051
- Role
- President
- Office
- 384 N MADISON AVE STE. 200, Greenwood, IN 46142
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Evan Fruits work?
Evan Fruits has been President of Koon Financial Planning & Consulting, LLC since March 2021, and is a control person of the firm.
Is Evan Fruits a financial advisor?
Yes. Evan Fruits has a current investment-adviser registration in Indiana, through Koon Financial Planning & Consulting since November 2017.
How many years of experience does Evan Fruits have?
Evan Fruits has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Evan Fruits passed?
Evan Fruits passed the Series 65 in November 2017.
Where is Evan Fruits based?
Evan Fruits’ registered office is in Greenwood, IN.
Is Evan Fruits registered with FINRA?
No. Evan Fruits has no current broker registration.
How can I verify Evan Fruits’ record?
Search CRD 6860061 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Fruits’ full registration record.
- Susan MitchellChief Compliance Officer