JK
Joel K. Koon
FOUR QUADRANT WEALTH ADVISORS
CARMEL, IN 46032
CRD#: 8264700
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JK
Joel Kristopher KoonFOUR QUADRANT WEALTH ADVISORS
Professional summary
Joel Kristopher Koon is a registered financial advisor currently at FOUR QUADRANT WEALTH ADVISORS, INC. located in Carmel, Indiana.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Kristopher Koon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 2026 - Present
FOUR QUADRANT WEALTH ADVISORS, INC.
Office #1: 11939 N Meridian St Ste 225, Carmel, IN 46032RIA
CRD#: 130753
CARMEL, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FQ
FOUR QUADRANT WEALTH ADVISORS, INC.
FOUR QUADRANT ADVISORY | FOUR QUADRANTS | FOUR QUADRANT WEALTH ADVISORS, INC. | FOUR QUADRANT WEALTH ADVISORS | FOUR QUADRANT ADVISORY COMPANIES
CRD#: 130753 / SEC#: 801-126014
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)Florida
Registered Investment Advisory firm - (8/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (8/25/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Michigan
Registered Investment Advisory firm - (9/1/2022 Terminated)Texas
Registered Investment Advisory firm - (8/25/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(5/18/2026)
Exams
Current Firm
FQ
FOUR QUADRANT WEALTH ADVISORS, INC.
FOUR QUADRANT ADVISORY | FOUR QUADRANTS | FOUR QUADRANT WEALTH ADVISORS, INC. | FOUR QUADRANT WEALTH ADVISORS | FOUR QUADRANT ADVISORY COMPANIES
CRD#: 130753 / SEC#: 801-126014
RIA
Registered Investment Advisory firm - (7/1/2022 Approved)Florida
Registered Investment Advisory firm - (8/25/2022 Terminated)Indiana
Registered Investment Advisory firm - (8/25/2022 Terminated)Louisiana
Registered Investment Advisory firm - (8/30/2022 Terminated)Michigan
Registered Investment Advisory firm - (9/1/2022 Terminated)Texas
Registered Investment Advisory firm - (8/25/2022 Terminated)Loading...
Contact information
Main Address
11939 N Meridian St Ste 225, Carmel, IN 46032
Mailing Address
Phone number
(877) 441-5144
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 484 |
| AUM (Assets Under Management) | $ 171,842,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
