Randy P. Koehler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Randy Paul Koehler was a registered financial professional .
Randy is a previously registered financial professional and started their career in finance in 1984. Randy had worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 26, 2012 - August 10, 2018
KOEHLER FINANCIAL SERVICES, INC.
March 10, 2000 - August 10, 2018
KOEHLER FINANCIAL, LLC
September 21, 1993 - April 3, 2000
DFS SECURITIES, INC.
September 21, 1992 - September 21, 1993
FIRST AFFILIATED SECURITIES
July 7, 1986 - October 8, 1992
NORTH AMERICAN MANAGEMENT, INC.
July 2, 1984 - January 1, 1986
METROPOLITAN LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KOEHLER FINANCIAL SERVICES, INC.
CRD#: 123092 / SEC#: 801-68578
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,141 |
| AUM (Assets Under Management) | $ 36,353,241 |
Red Flags
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