Kyle Moerschbacher (CRD# 7241062) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 2 years of experience in the finance industry. Kyle Moerschbacher 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 |
| Raymond James Financial Services Advisors Inc. | Altoona, PA | Sep 2021 - Oct 2022 | 1 |
| Raymond James Financial Services Inc. | Altoona, PA | Mar 2021 - Oct 2022 | 1 |
| Kooman & Associates, Llc (dba) | Altoona, PA | Jul 2020 - Oct 2022 | 2 |
| Saint Francis University | Loretto, PA | Aug 2016 - May 2020 | 3 |
| Delgrosso Corporation | Tipton, PA | May 2019 - Aug 2019 | < 1 |
| State College Area High School (scasd) | State College, PA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management411MILLIONS
-
Total Number of Accounts1,235ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.