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Building 2KOEHLER FINANCIAL SERVICES, INC.

Map pinSTEVENSVILLE, MI
Phone269-429-0650
NotebookSEC #801-68578
Total AUM
$38.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5764 JAMES DRIVE
STEVENSVILLE
MI 49127
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
269-429-0650

ReceiptFinancials

Total AUM
$38.2M
Accounts
275
Discretionary
$38.2M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INMI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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