Koehler Financial, LLC

Overview

Koehler Financial, LLC is an SEC-registered limited liability company that first registered in 2000. The firm is listed as owned by a domestic entity and an individual and is classified in public records as "Unclassified." The FINTRX entry for Koehler Financial contains minimal disclosure about business lines, advisory activities, client segments, or fee arrangements. The record also flags several negative attributes: the firm is not identified as a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. The profile does not indicate any affiliations, public-facing product offerings, or stated specialization in areas such as ESG.

Assets & Accounts

Investments & Alternatives