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Walter L Koon

Position Title: Financial Advisor

Waddell & Reed, Inc.®

Address:	399 N MADISON AVE
	SUITE 101
	GREENWOOD, IN 46142

Office: (317) 887-1764

email me

To help my clients identify and prioritize the financial goals that are unique to their situation and recommend solutions designed to help work toward them.

Bachelor of Arts (BA) Economics
Master of Business Administration (MBA) Finance

Koon Financial Planning & Consulting, LLC., 2002-2007, Owner, Financial Planning & Investment management
Indiana University Foundation, 1992-2002, Sr. VP Investments & Chief Operating Officer, managed endowment portfolio for Indiana University
Trust & Investment Advisors, Inc., 1987-1992, VP Personal Portfolios, portfolio manager
Trust Officer and Commercial Lending Officer, 1974-1987, 2 banks in Indiana

Certified Financial Planner™, CFP®
Chartered Financial Analyst, CFA

Education Funding
General Estate Planning Information
Financial Planning
Insurance Portfolio Planning
Investment Strategies
Mutual Fund Investments
Portfolio Allocation Strategies
Qualified Retirement Plans
Retirement Planning
Risk Management Strategies
Tax-Advantaged Investing

Financial Planning Association (FPA)
CFA Institute
Rotary
Pinnacle School, Bloomington
Morgantown United Methodist Church
Indiana University Alumni Association
University of Indianapolis Alumni Association

* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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