Joel Koon has been an investment adviser representative at Four Quadrant Wealth Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners. Joel Koon studied at Kelley School of Business.
Four Quadrant Wealth Advisors, Inc. is a Carmel, IN firm with $219M under management, 100 clients and 6 advisers in one office, as of its February 2026 filing.
Joel Koon is a Certified Financial Planner® Professional at Four Quadrants. He began his career in the accounting and finance fields and worked as a finance manager before moving into financial planning.
- – present · under a yearCarmel, IN · Adviser representative · Firm CRD 130753
Professional designations
Listed by Four Quadrant Wealth Advisors
- CFP®
Investment adviser representative registrations
Joel Koon is registered as an investment adviser representative in Indiana, since May 2026.
- IndianaSince 18 May 2026
Examinations
No examinations are on Joel Koon’s record.
- Full name
- Joel Kristopher Koon
- CRD
- 8264700
- Firm
- Four Quadrant Wealth Advisors · CRD 130753
- Office
- 11939 N MERIDIAN ST, STE 225, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fourquadrantsadvisory.com
Where does Joel Koon work?
Joel Koon is an investment adviser representative registered through Four Quadrant Wealth Advisors, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joel Koon a financial advisor?
Yes. Joel Koon has a current investment-adviser registration in Indiana, through Four Quadrant Wealth Advisors since May 2026.
How many years of experience does Joel Koon have?
Joel Koon has 0 years in the financial industry, since May 2026, across 1 adviser firm.
Where is Joel Koon based?
Joel Koon’s registered office is in Carmel, IN.
Is Joel Koon registered with FINRA?
No. Joel Koon has no current broker registration.
Is Joel Koon a CFP?
Four Quadrant Wealth Advisors lists Joel Koon with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Joel Koon’s record?
Search CRD 8264700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Koon’s full registration record.
