Koehler Financial Services, Inc. (Stevensville)

Name: Koehler Financial Services, Inc.
Address: 5764 James Drive, Stevensville, MI, 49127
Telephone: 269-429-0650

Koehler Financial Services, Inc. is an adviser based in Stevensville. It manages $38.21 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana and Michigan.

Koehler Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Koehler Financial Services: assets under management

The assets under management (AUM) of Koehler Financial Services, Inc. is $38.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Koehler Financial Services, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Koehler Financial Services, Inc.

Randy Paul Koehler has been acting as President since 1 Dec 1986. Erica Lynn Momany joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Randy Paul Koehler	President	1 Dec 1986	75% - 100%	1266991
Erica Lynn Momany	Chief compliance officer	1 May 1995	Other	4344619

Based in Stevensville

The principal office where Koehler Financial Services, Inc. performs its advisory services is located at 5764 James Drive, Stevensville, MI 49127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-429-0650 or by fax 269-429-8011. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.koehlerfinancial.com.