# KOEHLER FINANCIAL SERVICES, INC.

KOEHLER FINANCIAL SERVICES, INC. of STEVENSVILLE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 123092
- Type: SEC-registered investment adviser
- SEC file number: 801-68578
- Location: 5764 JAMES DRIVE, STEVENSVILLE, MI, 49127
- Phone: 269-429-0650
- Latest filing: 2026-01-09
- Regulatory AUM: $36.4M
- Discretionary AUM: $36.4M
- Clients: 1
- Accounts: 1,141

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KOEHLER RANDY PAUL | PRESIDENT | — |
| MOMANY ERICA LYNN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123092/similar
- Related entities: https://search.stillhousedata.com/firm/123092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123092

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.