Kooman & Associates

Kooman & Associates (CRD# 322163) is a financial advisory firm headquartered in Altoona, PA. They manage $411,330,658 in 1,235 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
517 S. Logan Blvd., Altoona, PA 16602
http://www.kooman.com/
By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    1,235
    ACCOUNTS
  • Average Account Value
    $333,061
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, NC, NY, PA, TX, VA

Financial Advisors at Kooman & Associates
Showing 1 - 7 of 7 top financial advisors.
1
Stacy Anderson, financial advisor Altoona PA
Stacy M. Anderson
CRD#: 4782048
517 S. Logan Blvd., Altoona, PA 16602

Stacy Anderson (CRD# 4782048) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 15 years of experience in the finance industry.

2
Amy Delauter, financial advisor Altoona PA
Amy L. Delauter
CRD#: 3233869
517 S. Logan Blvd., Altoona, PA 16602

Amy Delauter (CRD# 3233869) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 24 years of experience in the finance industry.

3
Jeffrey Starkey, financial advisor Altoona PA
Jeffrey N. Starkey
CRD#: 6323982
517 S. Logan Blvd., Altoona, PA 16602

Jeffrey Starkey (CRD# 6323982) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has over 9 years of experience in the finance industry.

4
Kathryn Starkey, financial advisor Altoona PA
Kathryn K. Starkey
CRD#: 6338971
517 S. Logan Blvd., Altoona, PA 16602

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.

5
Samantha Yon, financial advisor Altoona PA
Samantha J. Yon
CRD#: 6812511
517 S. Logan Blvd., Altoona, PA 16602

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.

6
Justin Best, financial advisor Altoona PA
Justin R. Best
CRD#: 7756038
517 S. Logan Blvd., Altoona, PA 16602

Justin Best (CRD# 7756038) is an Investment Advisor Representative working at Kooman & Associates in Altoona, PA and has 1 year of experience in the finance industry.

7
Kyle Moerschbacher, financial advisor Altoona PA
Kyle W. Moerschbacher
CRD#: 7241062
517 S. Logan Blvd., Altoona, PA 16602

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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