Bryce Schuster (CRD# 7852696) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Verona, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Poehling Capital Management, Inc. | Madison, WI | Jan 2024 - Current | < 1 |
| Uw-madison Recreation & Wellbeing | Madison, WI | Dec 2020 - Oct 2023 | 2 |
| Uw - Madison | Madison, WI | Sep 2019 - May 2023 | 3 |
| Madison School & Community Recreation | Madison, WI | Jun 2019 - Aug 2022 | 3 |
| United Parcel Service | Middleton, WI | Jul 2020 - Aug 2020 | < 1 |
| High Point Swim Club | Middleton, WI | Jul 2016 - Aug 2019 | 3 |
| Student | Middleton, WI | Jan 2014 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- WI
-
Total Assets Under Management416MILLIONS
-
Total Number of Accounts1,395ACCOUNTS
-
Average Account Value$298,273
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, MN, TX, WI
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