Poehling Capital Management, Inc.

Poehling Capital Management, Inc. (CRD# 131668) is a financial advisory firm headquartered in Madison, WI. They manage $416,091,073 in 1,395 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
525 Junction Road, Suite 8900, Madison, WI 53717
http://facebook.com
By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AZ, FL, MN, TX, WI

Financial Advisors at Poehling Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Frederick Genz, financial advisor La Crosse WI
Frederick B. Genz
CRD#: 5729629
605 4th Street S, La Crosse, WI 54601

Frederick Genz (CRD# 5729629) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in La Crosse, WI and has over 14 years of experience in the finance industry.

2
Patrick Poehling, financial advisor Madison WI
Patrick W. Poehling
CRD#: 4292865
525 Junction Road, Suite 8700, Madison, WI 53717

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.

3
Thomas Poehling, financial advisor Madison WI
Thomas R. Poehling
CRD#: 2049205
525 Junction Road, Suite 8700, Madison, WI 53717

Thomas Poehling (CRD# 2049205) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 33 years of experience in the finance industry.

4
Evan Kurkowski, financial advisor Madison WI
Evan M. Kurkowski
CRD#: 6762178
525 Junction Road, Suite 8900, Madison, WI 53717

Evan Kurkowski (CRD# 6762178) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 3 years of experience in the finance industry.

5
Bryce Schuster, financial advisor Verona WI
Bryce W. Schuster
CRD#: 7852696
Verona, WI

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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