Madeline
Bayne
Kooman & Associates
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About this Advisor
Madeline Bayne is a certified financial planner operating in Altoona, Pennsylvania with 1 year of industry experience. Bayne is an employee of Kooman & Associates. During their career, the advisor has held roles at Little Treasures, University Of Central Missouri, Market Grille, State Farm, Nordstrom Rack, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Kooman & Associates, LLC. Bayne has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina, Pennsylvania and Texas. Kooman & Associates is a financial advisory company based in Altoona, PA. The firm has a total of nine employees. It controls $340 million in assets under management among its 1,297 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,297 client accounts, 29% are held by high-net-worth clients who have at least $1 million in investable assets. Kooman & Associates performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually vary depending on which services are provided. However, fees billed by Kooman & Associates can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kooman & Associates Brokerage Details
$340,279,028
9
1,297
$262,359
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Madeline Bayne Work History
Madeline has been registered as a financial advisor for 1 years.*
Kooman & Associates, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
State Farm
Nordstrom Rack
University Of Central Missouri
University Of Central Missouri
Market Grille
University Of Central Missouri
Little Treasures
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Madeline Bayne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kooman & Associates
Altoona, PA
Altoona, PA
Altoona, PA
Altoona, PA
Altoona, PA
Altoona, PA
Altoona, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
