Financial ADVSR advisor directory · SEC adviser records
Poehling Capital Management, Inc. financial advisors
Every SEC-registered investment adviser representative at Poehling Capital Management, Inc., by the state and city of the office they work from.
The short answer
6 registered advisors work at Poehling Capital Management, Inc., in 1 state and 3 cities; the most are in Madison, WI (4). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Poehling Capital Management, Inc. advisor by name →Who joined and left Poehling Capital Management, Inc. →Poehling Capital Management, Inc.: assets, clients and custodians →
Cities with the most Poehling Capital Management, Inc. advisors
Poehling Capital Management, Inc. advisors by state
Questions
How many financial advisors does Poehling Capital Management, Inc. have?
6 investment adviser representatives are registered with Poehling Capital Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 3 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Poehling Capital Management, Inc. have the most advisors?
Madison, WI, with 4 registered advisors, then La Crosse, WI (1). By state, Wisconsin has the most, with 6.
How do I find a Poehling Capital Management, Inc. financial advisor near me?
Pick your state below, then your city, to see every Poehling Capital Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Poehling Capital Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →