EM
Erica L. Momany
KOEHLER FINANCIAL SERVICES
Stevensville, MI 49127
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CRD#: 4344619
EM
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
Are you a "fiduciary"?
Yes
Aliases
Erica Lynn Kramer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ERICA L. MOMANY IS ACTIVELY ENGAGED IN AN INVESTMENT-RELATED BUSINESS AS SHE IS AN EMPLOYEE OF KOEHLER FINANCIAL SERVICES, INC. �LOCATED AT 5764 JAMES DRIVE, STEVENSVILLE, MI �49127. �ERICA L. MOMANY IS A CLIENT SERVICES REPRESENTATIVE. �THIS IS AN INVESTMENT-RELATED BUSINESS AND 20 HOURS PER WEEK IS DEVOTED TO THIS BUSINESS. STARTED 05/1995. ERICA L. MOMANY IS ACTIVELY ENGAGED IN AN INVESTMENT-RELATED BUSINESS, AS SHE IS A REGISTERED PRINCIPAL OF KOEHLER FINANCIAL, LLC.� AS A LIMITED BROKER-DEALER, KOEHLER FINANCIAL SERVICES, LLC. MAY ONLY OFFER MUTUAL FUNDS, VARIABLE ANNUITIES, VARIABLE LIFE, AND UNIT INVESTMENT TRUSTS. �LOCATED AT 5764 JAMES DRIVE, STEVENSVILLE, MI �49127. �THIS IS AN INVESTMENT-RELATED BUSINESS AND 20 HOURS PER WEEK IS DEVOTED TO THIS BUSINESS. STARTED 10/1999. ERICA L. MOMANY IS GIRL SCOUT LEADER FOR THE GIRL SCOUTS OF NORTHERN INDIANA MICHIANA.� GIRL SCOUTS BUILDS GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER, WHO MAKE THE WORLD A BETTER PLACE.� GIRL SCOUTS IS A NON INVESTMENT RELATED COMPANY.� THERE IS NO MATERIAL CONFLICT OF INTEREST CREATED WITH CLIENTS OR KOEHLER FINANCIAL SERVICES, INC. AS A RESULT OF ERICA L. MOMANY'S OUTSIDE ACTIVITY WITH GIRL SCOUTS OF NORTHERN INDIANA MICHIGAN. �CORPORATE OFFICE LOCATED AT 10008 DUPONT CIRCLE DR E, FORT WAYNE, IN 46825. �ERICA L. MOMANY DEVOTES APPROXIMATELY 7 NON SECURITY TRADING HOURS/MONTH TO GIRL SCOUTS. �STARTED 04/2017. ERICA L. MOMANY IS A COACH FOR BEACHBODY.� BEACH BODY PROVIDES FITNESS PROGRAMS AND NUTRITIONAL SUPPLEMENTS FOR A HEALTHIER LIFESTYLE.� BEACHBODY IS A NON INVESTMENT RELATED COMPANY.� THERE IS NO MATERIAL CONFLICT OF INTEREST CREATED WITH CLIENTS OR KOEHLER FINANCIAL SERVICES, INC. AS A RESULT OF ERICA L. MOMANY'S OUTSIDE ACTIVITY WITH BEACHBODY. �LOCATED AT 8275 STEVENSVILLE-BARODA RD, BARODA, MI 49101. �ERICA L. MOMANY DEVOTES APPROXIMATELY 1 NON SECURITY TRADING HOURS/MONTH TO BEACHBODY. �STARTED 04/2017.
CRS (Client Relationship Summary) - RIA
Click below to view Erica Lynn Momany's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 4, 2012 - Present
KOEHLER FINANCIAL SERVICES, INC.
Office #1: 5764 James Drive, Stevensville, MI 49127RIA
CRD#: 123092
Stevensville, MI
Current
February 22, 2001 - Present
KOEHLER FINANCIAL, LLC
Office #1: 5764 James Drive, Stevensville, MI 49127Office #2: 5764 James Drive, Stevensville, MI 49127BD
CRD#: 103420
Stevensville, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/9/2015)
IAR
Florida(4/18/2023)
RR
Illinois(10/9/2015)
IAR
Illinois(10/19/2015)
RR
Indiana(10/9/2015)
IAR
Indiana(10/13/2015)
RR
Michigan(3/29/2001)
IAR
Michigan(5/4/2012)
RR
Washington(10/31/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KF
KOEHLER FINANCIAL SERVICES, INC.
KOEHLER FINANCIAL SERVICES, INC.
CRD#: 123092 / SEC#: 801-68578
RIA
Registered Investment Advisory firm - (6/21/2012 Terminated)Florida
Registered Investment Advisory firm - (4/18/2023 Approved)Illinois
Registered Investment Advisory firm - (10/19/2015 Approved)Indiana
Registered Investment Advisory firm - (1/27/2012 Approved)Michigan
Registered Investment Advisory firm - (6/15/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5764 James Drive, Stevensville, MI 49127
Mailing Address
Phone number
(269) 429-0650
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1,063 |
| AUM (Assets Under Management) | $ 34,256,063 |
Red Flags
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