A complete list of active advisors currently associated with Koehler Financial Services, Inc.
Warmer can help you find a great advisor at Koehler Financial Services, Inc. or one who fits your needs even better.
The firm provides discretionary portfolio management, asset-allocation advice, and complimentary financial planning to a mix of individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and corporate entities. It advises on mutual funds, exchange‑traded funds, unit investment trusts, variable annuities and life products, and occasionally individual stocks and bonds, managing about $36.35 million in client assets across roughly 329 client relationships. Investment advice is tailored to each client and delivered under discretionary authority when engaged; the firm uses a combination of methods including modern portfolio theory, fundamental, technical/charting, and cyclical analysis and offers model portfolios ranging from ultra‑conservative to total‑return allocations. While the brochure states the primary strategy does not involve frequent trading, the firm conducts daily tactical reviews and at least annual account reviews and may adjust allocations for market or client‑specific events. Distinctive features disclosed in the brochure include a wholly owned affiliated broker‑dealer (a FINRA member) through which commissions on mutual funds and variable products are assigned and may be used to offset advisory charges, a relationship the firm identifies as a material conflict of interest. The firm also operates a general agency life insurance business and serves a client‑to‑advisor ratio that the brochure notes is higher than typical for independent firms, items prospective clients may wish to consider when evaluating operational practices and potential conflicts.
To learn more about the advisors currently working at Koehler Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stevensville, MI
| 25
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)