Koehler Financial Services, Inc.

Overview

Koehler Financial Services, Inc. is an individually owned corporate RIA that positions itself as a non-independent, retail advisory firm serving individual and family clients. The firm provides portfolio management for individuals and small businesses and is compensated on a percentage-of-AUM basis. It also operates as an insurance broker and maintains broker-dealer affiliation, which aligns with its use of insurance products within client solutions. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not structured as a multi-state or pension-focused adviser.

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Investments & Alternatives

Location & Offices