Erica Lynn Momany

Current Employers

Employment History

• 05/1995 → Present
  Koehler Financial Services, Inc.
  Stevensville, MI

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-22
• S63 Uniform Securities Agent State Law Examination
  2001-03-28

Other Names

• Erica Lynn Kramer