Unclaimed Profile

Randy Paul Koehler

KOEHLER FINANCIAL SERVICES, INC.·STEVENSVILLE, Michigan

SIE, Series 6, Series 26, Series 63CFPClean record14 years registeredKOEHLER FINANCIAL SERVICES, INC.

5764 JAMES DRIVE, STEVENSVILLE, MI 49127CRD# 1266991Firm CRD# 123092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy Paul Koehler · STEVENSVILLE, MI

Registration

CRD #1266991 · KOEHLER FINANCIAL SERVICES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOEHLER FINANCIAL SERVICES, INC.

KOEHLER FINANCIAL SERVICES, INC.

Jan 2012 – Aug 2018

STEVENSVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Registration record

First registered · January 26, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOEHLER FINANCIAL SERVICES, INC.

CRD 123092 · SEC 801-68578

AUM

$38M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Randy Paul Koehler offer?

Randy Paul Koehler specializes in Financial Planning, Investment Management.

What are Randy Paul Koehler's credentials?

Randy Paul Koehler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Randy Paul Koehler located?

Randy Paul Koehler is based in STEVENSVILLE, Michigan, last registered with KOEHLER FINANCIAL SERVICES, INC..

How does Randy Paul Koehler charge for services?

Randy Paul Koehler'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.

Erica Lynn Momany

STEVENSVILLE, MI

Browse by Specialty

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