# Koehler Financial Services

Koehler Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 123092
- **SEC file number:** 801-68578
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123092

## About

KOEHLER FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in STEVENSVILLE, MI. The firm manages approximately $36 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the known investment strategy of Koehler Financial Services?

The firm does not publicly disclose an investment strategy. In the absence of a website, fund prospectus, or regulatory filing, specific asset allocation, sector preferences, and geographic focus remain private. This is normal for family offices that are not soliciting external investors.

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- [DAHL FINANCIAL SERVICES](https://altss.com/profile/dahl-financial-services-inc)
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Last updated: 2026-07-06T01:24:19.778Z

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