Poehling Capital Management, Inc.

Poehling Capital Management, Inc. (CRD# 131668) is a financial advisory firm headquartered in Madison, WI. They manage $200,355,055 in 1,165 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,165
    ACCOUNTS
  • Average Account Value
    $171,979
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, TX, WI

Financial Advisors at Poehling Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Frederick B. Genz
CRD#: 5729629
605 4th Street S, La Crosse, WI 54601
93
Wealthminder
score

Frederick Genz (CRD# 5729629) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in La Crosse, WI and has over 7 years of experience in the finance industry. Frederick Genz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick W. Poehling
CRD#: 4292865
525 Junction Road, Suite 8700, Madison, WI 53717
93
Wealthminder
score

Patrick Poehling (CRD# 4292865) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 16 years of experience in the finance industry.

3
Thomas R. Poehling
CRD#: 2049205
525 Junction Road, Suite 8700, Madison, WI 53717
93
Wealthminder
score

Thomas Poehling (CRD# 2049205) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 27 years of experience in the finance industry.

4
Anthony J. Poehling
CRD#: 4802622
525 Junction Road, Suite 8900, Madison, WI 53717
88
Wealthminder
score

Anthony Poehling (CRD# 4802622) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.