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525 Junction Road Suite 8900, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-03-31 |
Branch Locations
525 Junction Road Suite 8900, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldent State Foods | Whitewater | WI | 01/2014 | 01/2017 |
| Northwestern Mutual | Janesville | WI | 06/2017 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Franklin | WI | 08/2018 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Franklin | WI | 10/2018 | 10/2019 |
| Nylife Securities Llc | Middleton | WI | 02/2017 | 05/2017 |
| Poehling Capital Management | Madison | WI | 10/2019 | Present |
Collectible Collection, LLC Sports Memorabilia E-Commerce Employee Since 05/2023 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-31 |
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