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Patrick William Poehling

POEHLING CAPITAL MANAGEMENT, INC.·MADISON, Wisconsin
Series 7, Series 66Clean record22 years registeredPOEHLING CAPITAL MANAGEMENT, INC.
525 JUNCTION ROAD, MADISON, WI 53717CRD# 4292865Firm CRD# 131668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick William Poehling · MADISON, WI
Registration
CRD #4292865 · POEHLING CAPITAL MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

POEHLING CAPITAL MANAGEMENT, INC.
Jun 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 14, 2004
Years registered · 22
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. →
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05

Frequently Asked Questions

What services does Patrick William Poehling offer?
Patrick William Poehling specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Patrick William Poehling's credentials?
Patrick William Poehling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick William Poehling located?
Patrick William Poehling 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 Patrick William Poehling charge for services?
Patrick William Poehling'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.

Thomas Ronald Poehling
MADISON, WI
Frederick Benjamin Genz
MADISON, WI
CFP

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