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 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
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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