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Erica Lynn Momany

KOEHLER FINANCIAL SERVICES, INC.·STEVENSVILLE, Michigan
SIE, Series 6, Series 26, Series 63, Series 65Clean record14 years registeredKOEHLER FINANCIAL SERVICES, INC.
5764 JAMES DRIVE, STEVENSVILLE, MI 49127CRD# 4344619Firm CRD# 123092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erica Lynn Momany · STEVENSVILLE, MI
Registration
CRD #4344619 · KOEHLER FINANCIAL SERVICES, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

KOEHLER FINANCIAL SERVICES, INC.
May 2012 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · May 4, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KOEHLER FINANCIAL SERVICES, INC.
CRD 123092 · SEC 801-68578
AUM
$38M
Regulatory assets under management
Employees
1
275 client accounts
Services offered by KOEHLER FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KOEHLER FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Erica Lynn Momany offer?
Erica Lynn Momany specializes in Financial Planning, Investment Management. Contact their office in STEVENSVILLE, Michigan for a consultation.
What are Erica Lynn Momany's credentials?
Erica Lynn Momany is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erica Lynn Momany located?
Erica Lynn Momany is based in STEVENSVILLE, Michigan, working with KOEHLER FINANCIAL SERVICES, INC.. Their office serves clients in the STEVENSVILLE metropolitan area and surrounding communities.
How does Erica Lynn Momany charge for services?
Erica Lynn Momany's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOEHLER FINANCIAL SERVICES, INC.?
KOEHLER FINANCIAL SERVICES, INC. has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KOEHLER FINANCIAL SERVICES, INC.

Randy Paul Koehler
STEVENSVILLE, MI
CFP

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