KOEHLER FINANCIAL, LLC
Firm details
- Headquarters
- STEVENSVILLE, Michigan
- CRD number
- 103420
- Registered since
- March 10, 2000
- Website
- www.koehlerfinancial.com
Firm profile
FINTRXOverview
Koehler Financial, LLC is organized as a limited liability company and has been SEC-registered since 2000. The firm's ownership is listed as a combination of a domestic entity and an individual. The record classifies the adviser as "unclassified" and does not identify the firm as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot data contains no description of the firm's client segments, fee schedule, or day-to-day advisory activities, and there are no entries indicating affiliations or industry awards.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ERICA MOMANY
Registered Securities PrincipalCRD 4344619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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