Koehler Financial Services, Inc. is an adviser based in Stevensville. It manages $38.21 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana and Michigan.
Koehler Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Koehler Financial Services, Inc. is $38.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Koehler Financial Services, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Randy Paul Koehler has been acting as President since 1 Dec 1986. Erica Lynn Momany joined the executive team most recently as the Chief Compliance Officer.
The principal office where Koehler Financial Services, Inc. performs its advisory services is located at 5764 James Drive, Stevensville, MI 49127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 269-429-0650 or by fax 269-429-8011. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.koehlerfinancial.com.