Kathryn Starkey (CRD# 6338971) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 8 years of experience in the finance industry. Kathryn Starkey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kooman & Associates, LLC | Altoona, PA | Oct 2022 - Current | 1 |
| Kooman & Associates, Llc (dba) | Altoona, PA | Jul 2017 - Oct 2022 | 5 |
| Raymond James Financial Services, Inc. | Altoona, PA | May 2015 - Oct 2022 | 7 |
| Raymond James Financial Services Advisors Inc. | Altoona, PA | May 2015 - Oct 2022 | 7 |
| Kooman & Associates, Llc (dba) | Altoona, PA | May 2014 - Jul 2017 | 3 |
| Raymond James Financial Services, Inc. | Altoona, PA | Dec 2014 - May 2015 | < 1 |
| Raymond James Financial Services, Inc. | Altoona, PA | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- PA
- TX
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Total Assets Under Management411MILLIONS
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Total Number of Accounts1,235ACCOUNTS
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Average Account Value$333,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, FL, NC, NY, PA, TX, VA
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