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Frederick Benjamin Genz

POEHLING CAPITAL MANAGEMENT, INC.·MADISON, Wisconsin
SIE, Series 6, Series 63, Series 65CFPClean record11 years registeredPOEHLING CAPITAL MANAGEMENT, INC.
525 JUNCTION ROAD, MADISON, WI 53717CRD# 5729629Firm CRD# 131668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frederick Benjamin Genz · MADISON, WI
Registration
CRD #5729629 · POEHLING CAPITAL MANAGEMENT, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

POEHLING CAPITAL MANAGEMENT, INC.
Apr 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · April 17, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668 · SEC 801-63189
AUM
$416M
Regulatory assets under management
Employees
5
1,395 client accounts
Services offered by POEHLING CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at POEHLING CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Frederick Benjamin Genz offer?
Frederick Benjamin Genz specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Frederick Benjamin Genz's credentials?
Frederick Benjamin Genz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Frederick Benjamin Genz located?
Frederick Benjamin Genz is based in MADISON, Wisconsin, working with POEHLING CAPITAL MANAGEMENT, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Frederick Benjamin Genz charge for services?
Frederick Benjamin Genz's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POEHLING CAPITAL MANAGEMENT, INC.?
POEHLING CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POEHLING CAPITAL MANAGEMENT, INC.

Patrick William Poehling
MADISON, WI
Thomas Ronald Poehling
MADISON, WI

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