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).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $50,187
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, IN, MI

Financial Advisors at Koehler Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Randy P. Koehler
CRD#: 1266991
5764 James Drive, Stevensville, MI 49127
96
Wealthminder
score

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.

2
Erica L. Momany
CRD#: 4344619
5764 James Drive, Stevensville, MI 49127
93
Wealthminder
score

Erica Momany (CRD# 4344619) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.