Kyle W Moerschbacher
Investment adviser representative at Kooman & Associates
6 yearsExperience
1 stateRegistered 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
6 years in the industry.
- Kooman & Associates, LLCJul 2020 to now
- Raymond James Financial Services Advisors IncSep 2021 to Oct 2022
- Raymond James Financial Services IncMar 2021 to Oct 2022
- Delgrosso CorporationMay 2019 to Aug 2019
- Saint Francis UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7241062
- Firm CRD
- 322163