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 a limited liability company that has been registered with the SEC since 2000. The firm is owned at the domestic/individual level and is classified in FINTRX as unclassified. Available profile fields indicate it is neither a multi-state adviser nor newly formed; it does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser.
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 1
Erica 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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