Stacy
Anderson
Kooman & Associates
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About this Advisor
Stacy Anderson is a financial advisor based in Altoona, Pennsylvania, working with Kooman & Associates. Stacy has previously held positions at Kooman & Associates LLC (Dba), Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Kooman & Associates, LLC. Stacy has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Stacy is part of Kooman & Associates, which operates out of Altoona, Pennsylvania. The firm has 9 employees and manages assets totaling $411.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kooman & Associates includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kooman & Associates Brokerage Details
$411,330,658
9
1,235
$333,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Stacy Anderson Work History
Kooman & Associates, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Kooman & Associates LLC (Dba)
Disclosures
Please visit the SEC profile of Stacy Anderson 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
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