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Amy Lynn Delauter

Kooman & Associates

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About Amy Lynn Delauter

Amy Lynn Delauter is an investment advisor representative who is currently registered with Kooman & Associates. Amy Lynn has been in the securities industry since 1999 and is licensed to provide investment advice in Pennsylvania and Texas. Amy Lynn has experience working with individual investors, corporations, and charitable organizations. Amy Lynn specializes in providing financial planning, portfolio management, and pension consulting services. Amy Lynn previously worked for Raymond James Financial Services, Inc. and has experience in the financial services industry.

Firm Information

Amy Delauter is currently registered with Kooman & Associates. Kooman & Associates is an independent financial planning firm based in Altoona, Pennsylvania. They provide comprehensive financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. The firm manages over $411 million in assets for over 1,200 clients. They are registered with the SEC and have a team of experienced financial professionals dedicated to helping clients achieve their financial goals.
Kooman & Associates

517 S. LOGAN BLVD.

ALTOONA, PA 16602

$411.33M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Delauter’s Registration & Firm History

PA

10/03/2022 - Present

Kooman & Associates (ALTOONA PA)

PA

11/09/1999 - 10/13/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)

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Licenses & Designations

IA

Issued 12/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Lynn Delauter.
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