AdvisorOS Directory
Claim Profile
EM

Erica Lynn Momany

KOEHLER FINANCIAL SERVICES, INC.·STEVENSVILLE, Michigan
Unclaimed Profile
5764 JAMES DRIVE, STEVENSVILLE, MI 49127CRD# 4344619Firm CRD# 123092
01

About

Erica Lynn Momany is a registered financial advisor based in STEVENSVILLE, Michigan, affiliated with KOEHLER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KOEHLER FINANCIAL SERVICES, INC.
KOEHLER FINANCIAL SERVICES, INC.
AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KOEHLER FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 4344619
Firm CRD# 123092
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in STEVENSVILLE?

Browse all registered financial advisors in STEVENSVILLE, Michigan or claim this profile if it's yours.

Browse STEVENSVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in STEVENSVILLE
Randy Paul Koehler — KOEHLER FINANCIAL SERVICES, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile