Thomas Poehling

from Poehling Capital Management, Inc.
SEC regulated
Regulated Investment Advisor
Thomas Poehling is a financial advisor based in Wisconsin, Madison, with 20 years of experience. Thomas currently works for Poehling Capital Management, Inc.. Thomas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Thomas Poehling works at Poehling Capital Management, Inc.
Poehling Capital Management, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $335,087,545 of assets under management and employs about 5 people. Poehling Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and commissions
Office location
525 Junction Road, Suite 8900, Madison, Wisconsin, 53717

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