Koehler Financial, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Stevensville, Michigan
CRD number
103420
Registered since
March 10, 2000

Firm profile

FINTRX

Overview

Koehler Financial, LLC is organized as a limited liability company and is recorded in available records with an owner type combining a domestic entity and an individual. The firm's classification in source data is "Unclassified," and the information provided about its business is sparse. Available attributes indicate Koehler Financial does not operate as a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state adviser, is not listed as newly formed, and does not provide pension consulting or related-adviser services. The firm has not supplied details about its advisory offerings, client segments, fee schedules, or other business activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Erica Momany

    Erica Momany

    Registered Securities PrincipalCRD 4344619

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stevensville, MI

Berrien

Location

Stevensville, MI

Headquartered in Stevensville, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.

Metro area
South Bend-Elkhart-Mishawaka, IN-MI
Region
Midwest
County
Berrien
Address
5764 James Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth