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Kathryn Kooman Starkey

Investment adviser representative at Kooman & Associates
8 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$555.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

8 years in the industry.

  1. Kooman & Associates, LLCMay 2014 to now
  2. Raymond James Financial Services Advisors Inc.May 2015 to Oct 2022
  3. Raymond James Financial Services, Inc.May 2015 to Oct 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 3 states (PA, SC, TX).

Kooman & Associates

$555.6MAssets managed
331Clients
8Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6338971
Firm CRD
322163
Advisor's SEC record (opens in a new tab)
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