KOEHLER FINANCIAL SERVICES, INC.

STEVENSVILLE, Michigan·2 registered advisors·CRD# 123092
SEC# 801-68578269-429-0650
01

Firm Overview

AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at KOEHLER FINANCIAL SERVICES, INC.

2 registered advisors
Erica Lynn Momany
STEVENSVILLE, Michigan
Randy Paul Koehler
STEVENSVILLE, Michigan
05

Office Locations

STEVENSVILLE, Michigan
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. KOEHLER FINANCIAL SERVICES, INC. (CRD# 123092) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.