Randy P. Koehler

Randy Koehler, President and founder of Koehler Financial Services, Inc., has established himself as a trusted Certified Financial Planner since 1989.  He manages over forty-five million dollars in customer assets.  Randy operates his own Certified Financial Planning and Wealth Management Firm, which has a record of honorable and ethical dealings, and has never had any consumer or regulatory actions filed against him or his firm.

His commitment to quality has been demonstrated for over twenty-five years, by helping clients achieve their financial goals.  Randy takes pride in doing the job right the first time.  With his dedication to outstanding customer service, over ninety eight percent of his clients retain his services year after year.  Those same clients feel comfortable referring their friends and relatives, with over ninety percent of his new business coming from existing clients referrals.  Randy has developed investment portfolio models which have produced superior results, even during the uncertain times we have faced over the past few years.

Randy is a graduate of the College for Financial Planning, The University of Michigan's Real Estate School and holds a Business degree from The University of Denver's Daniels College of Business.  He also is a Registered Investment Advisor and a member of the Institute of Certified Financial Planners.  He is a Registered Brokerage Principal and sole owner of Koehler Financial, LLC a stock brokerage firm and a member of the National Association of Securities Dealers.

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Certified Financial Planner
Registered Investment Advisor Associate



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