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KOEHLER FINANCIAL SERVICES, INC.
CRD 123092 · SEC 801-68578
5764 JAMES DRIVE, STEVENSVILLE, MI, 49127, United States
Phone
269-429-0650
Fax
269-429-8011
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $36.4M |
All web addresses on file
Official SEC filing: View on IAPD