PKS ADVISORY SERVICES, LLC
SEC RegisteredKnowledgeable. Experienced. Unbiased. Proactive.
About the firm
Woehler Financial Group is a wealth management and investment advisory firm committed to managing, preserving, and growing client wealth over time. The firm uses a highly personalized planning process with one-on-one advisor relationships, tailoring recommendations to each client's specific goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, portfolio management, and financial integration services including personalized financial planning, active investment management, and complimentary portfolio reviews.
Who they serve
Investors who are retiring, saving for retirement, saving for college, or working toward other financial goals, who seek personalized financial advice.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,696 | $753M |
| High Net Worth Individuals | 178 | $326M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
49 advisors in the directory
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PKS ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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