KOEHLER FINANCIAL SERVICES

Koehler Financial Services, Inc. is the parent company of Koehler Financial, LLC, a registered limited broker-dealer, offering only mutual funds, variable annuities, variable life, and unit investment trust. Randy P. Koehler and Erica L. Momany are the registered principals of Koehler Financial, LLC... Koehler Financial Services, Inc., through it's brokerage company, Koehler Financial, LLC., a Financial Industry Regulatory Authority member, receives commissions or markups as follows: Koehler Financial Services, Inc. will invest the client's funds primarily in no load mutual funds or mutual funds waiving any applicable sales load, or offset any quarter annual management fees with commissions received from mutual fund, variable annuity or unit investment trust providers. Koehler Financial, LLC. may receive additional commissions for first year start up fees for which a portion shall not be offset against management fees. These additional commissions may create a conflict of interest.

Also known as: koehler financial, Koehler Financial Services, Inc., Koehler Financial Services, LLC, Koehler Financial, LLC

Primary location: Stevensville United States