Advisor at Koehler Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Koehler Financial Services, Inc.
Location
Stevensville, MI 49127
Credentials
Series 63, Series 65
Industry experience
25 years
$0+: 1.00% to 1.80% per annum depending on type and complexity of services $0+: Specifically: Mutual funds/variable annuities accounts charged 1.00% annually (0.25% quarterly) as trail commissions payable to Broker-Dealer $0+: Unit investment trusts charged 1.80% annually (0.425% quarterly), reduced by any commissions paid $0+: Exchange traded funds, individual securities, bonds charged up to 1.50% annually (0.375% quarterly), possibly less for inactive accounts, reduced by any commissions paid
Commissions received by affiliated broker-dealer Koehler Financial, LLC on mutual funds, variable annuities, and unit investment trusts; advisory firm does not receive these commissions.
Account minimum: No minimum (clients must meet custodian's minimum account size requirements) Fee-only: Advisory fees paid directly to Koehler Financial Services, Inc., no commissions received by advisory firm.
Koehler Financial Services, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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