Koehler Financial Services, Inc.

Koehler Financial Services, Inc. (CRD# 123092) is a financial advisory firm headquartered in Stevensville, MI. They manage $35,219,594 in 938 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5764 James Drive, Stevensville, MI 49127
http://www.koehlerfinancial.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $37,548
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
The map below shows states where this firm has explicit registration only.

FL, IL, IN, MI

Financial Advisors at Koehler Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Erica Momany, financial advisor Stevensville MI
Erica L. Momany
CRD#: 4344619
5764 James Drive, Stevensville, MI 49127

Erica Momany (CRD# 4344619) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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