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525 Junction Road Suite 8900, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
525 Junction Road Suite 8700, Madison, WI 53717 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poehling Capital Management, Inc. | Madison | WI | 05/2004 | Present |
Ryan Michael Poehling Foundation Board Member Collectible Collection, LLC Sports Memorabilia E-Commerce Owner Since 05/2023 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-03 |
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