Erica L. Momany
Professional summary
Erica Lynn Momany, who also goes by Erica Lynn Kramer, is a registered financial advisor currently at KOEHLER FINANCIAL SERVICES, INC. located in Stevensville, Michigan and KOEHLER FINANCIAL, LLC located in Stevensville, Michigan.
Erica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Erica has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erica Lynn Momany's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2012 - Present
KOEHLER FINANCIAL SERVICES, INC.
Office #1: 5764 James Drive, Stevensville, MI 49127February 22, 2001 - Present
KOEHLER FINANCIAL, LLC
Office #1: 5764 James Drive, Stevensville, MI 49127Office #2: 5764 James Drive, Stevensville, MI 49127State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/9/2015)
(4/18/2023)
(10/9/2015)
(10/19/2015)
(10/9/2015)
(10/13/2015)
(3/29/2001)
(5/4/2012)
Exams
FINRA
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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