Gregory Poeschel (CRD# 7135165) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | May 2022 - Current | 1 |
| Nine Pillars Wealth Management | Eau Claire, WI | May 2020 - Current | 3 |
| University Of Wisconsin-eau Claire | Eau Claire, WI | Sep 2016 - May 2020 | 3 |
| Alliance Bank | Mondovi, WI | Jun 2016 - Sep 2016 | < 1 |
| Mondovi High School | Mondovi, WI | Jul 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- WI
-
Total Assets Under Management146,387MILLIONS
-
Total Number of Accounts585,629ACCOUNTS
-
Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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