Erica Momany, financial advisor Stevensville MI

Erica Momany

CRD Number: 4344619
Current Firm: Koehler Financial Services, Inc.

Erica Momany (CRD# 4344619) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Koehler Financial Services, Inc. Stevensville, MI May 1995 - Current 27
Vault Denim Baroda, MI Oct 2011 - Jan 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Erica L. Momany
Phone Number: 269-429-0650
Registered State(s):
  • IL
  • IN
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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