Patrick Poehling, financial advisor Madison WI

Patrick Poehling

CRD Number: 4292865
Current Firm: Poehling Capital Management, Inc.

Patrick Poehling (CRD# 4292865) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 23 years of experience in the finance industry.

Similar Advisors
Mark Ziety, financial advisor Madison WI
Mark A. Ziety
CRD# 4902024
Wismed Financial, Inc.
Similar Advisors
Alec Abbott, financial advisor Madison WI
Alec B. Abbott
CRD# 1414999
Baker Tilly Wealth Management, LLC
Similar Advisors
Aaron Abel, financial advisor Madison WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Poehling Capital Management, Inc. Madison, WI May 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Patrick W. Poehling
Phone Number: (608) 664-9600
Firm Website: http://facebook.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    416
    MILLIONS
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $298,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Patrick Poehling and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.