KOEHLER FINANCIAL SERVICES, INC.
KOEHLER FINANCIAL SERVICES, INC. of STEVENSVILLE, MI is an SEC-registered investment adviser (CRD 123092). Regulatory assets under management: $36.4M.
Registration
- CRD: 123092
- SEC file number: 801-68578
- Type: Registered investment adviser
- 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 | — |
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