Jeffrey Starkey
Kooman & Associates · Altoona, Pennsylvania
Jeffrey Starkey is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kooman & Associates |
|---|---|
| Based in | Altoona, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.6M across 1,596 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, SC, TX · CRD 6323982 |
| Exams passed | Series 66 (2014) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kooman.com |
| Profile |
How Jeffrey's firm compares
- Kooman & Associates's average account is about $348,000, from its Form ADV (assets managed divided by 1,596 accounts).
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Questions about Jeffrey
Is Jeffrey Starkey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Kooman & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Starkey based?
Jeffrey Starkey is based in Altoona, Pennsylvania.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does Jeffrey Starkey hold?
Jeffrey Starkey holds the CFP credential.
Is Jeffrey Starkey registered with the SEC?
Yes. Jeffrey Starkey is registered as an investment adviser representative in PA, SC and TX (CRD 6323982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kooman & Associates manage?
Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.
How do I contact Jeffrey Starkey?
Through Jeffrey's website, www.kooman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kooman & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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