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Kathryn Kooman Starkey

KOOMAN & ASSOCIATES·ALTOONA, Pennsylvania
SIE, Series 7, Series 66CFPClean record11 years registeredKOOMAN & ASSOCIATES
517 S. LOGAN BLVD., ALTOONA, PA 16602CRD# 6338971Firm CRD# 322163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Kooman Starkey · ALTOONA, PA
Registration
CRD #6338971 · KOOMAN & ASSOCIATES · 11 years registered
Brand Profile
Not yet started
01

Career History

KOOMAN & ASSOCIATES
Oct 2022 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 2015 – Oct 2022
ALTOONA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 19, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KOOMAN & ASSOCIATES
CRD 322163 · SEC 801-126429
AUM
$411M
Regulatory assets under management
Employees
9
1,235 client accounts
Services offered by KOOMAN & ASSOCIATES
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KOOMAN & ASSOCIATES →
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05

Frequently Asked Questions

What services does Kathryn Kooman Starkey offer?
Kathryn Kooman Starkey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Pennsylvania for a consultation.
What are Kathryn Kooman Starkey's credentials?
Kathryn Kooman Starkey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kathryn Kooman Starkey located?
Kathryn Kooman Starkey is based in ALTOONA, Pennsylvania, working with KOOMAN & ASSOCIATES. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.
How does Kathryn Kooman Starkey charge for services?
Kathryn Kooman Starkey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOOMAN & ASSOCIATES?
KOOMAN & ASSOCIATES has approximately 9 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOOMAN & ASSOCIATES

Jeffrey Nicholas Starkey
ALTOONA, PA
CFP

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