KOEHLER FINANCIAL SERVICES, INC.
CRD #123092 SEC #801-68578 STEVENSVILLE, MI 269-429-0650
SEC Registered
Total AUM
$38.2M
Discretionary
$38.2M
Employees
1
Clients
51
Accounts
275
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOMANY, ERICA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
| KOEHLER, RANDY, PAUL | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 7, 2012 REGISTERED
Notice Filings (2)
IN MI
Address
5764 JAMES DRIVESTEVENSVILLE, MI 49127
United States
Phone: 269-429-0650