Koehler Financial Services, Inc.
Koehler Financial Services, Inc. (CRD# 123092) is a financial advisory firm headquartered in Stevensville, MI. They manage $28,204,952 in 562 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts562ACCOUNTS
Average Account Value$50,187
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, IN, MI
Randy Koehler (CRD# 1266991) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 30 years of experience in the finance industry. Randy Koehler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erica Momany (CRD# 4344619) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 16 years of experience in the finance industry.