Samantha Yon (CRD# 6812511) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 6 years of experience in the finance industry.
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, Inc. | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
| Raymond James Financial Services Advisors, Inc. | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
| Kooman & Associates, LLC | Altoona, PA | Jul 2021 - Oct 2022 | 1 |
| Stifel Nicolaus & Co Inc. | Altoona, PA | Jan 2020 - Jul 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Pittsburgh, PA | Jun 2017 - Jan 2020 | 2 |
| Arc Federal Credit Union | Altoona, PA | Mar 2015 - Jun 2017 | 2 |
| The University Of Pittsburgh School Of Law | Pittsburgh, PA | Aug 2014 - Feb 2015 | < 1 |
| Arc Federal Credit Union | Altoona, PA | Sep 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- PA
- TX
-
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.