Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Poehling Capital Management, Inc. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Poehling Capital Management, Inc. office in Wisconsin, by city and A to Z.

The short answer

6 registered advisors work at Poehling Capital Management, Inc. in Wisconsin, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Madison (4). 2 list the CFP designation and 0 are also registered broker representatives.

Poehling Capital Management, Inc. advisors by city in Wisconsin

Every firm in Wisconsin →

Madison 4La Crosse 1Verona 1

Poehling Capital Management, Inc. advisors in Wisconsin, A to Z

Search by name →

Poehling Capital Management, Inc. advisors in every state →Poehling Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Poehling Capital Management, Inc. financial advisors are in Wisconsin?

6 investment adviser representatives are registered at Poehling Capital Management, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Poehling Capital Management, Inc. have the most advisors?

Madison, with 4, then La Crosse (1). Poehling Capital Management, Inc. has advisors in 3 cities in Wisconsin.

How do I check a Poehling Capital Management, Inc. advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Poehling Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.