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Inactive

Bryce William Schuster

Poehling Capital Management, Inc.

Verona, WI

Madison, WI

CRD 7852696

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Employer firm

Poehling Capital Management, Inc. CRD 131668

$591M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Poehling Capital Management, Inc.

525 Junction Road Suite 8900, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-04
  • WI RA
    APPROVED
    Since 2024-01-04

Branch Locations

Verona, WI • United States

525 Junction Road Suite 8900, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Middleton WI 01/2014 05/2019
Uw - Madison Madison WI 09/2019 05/2023
High Point Swim Club Middleton WI 07/2016 08/2019
United Parcel Service Middleton WI 07/2020 08/2020
Madison School & Community Recreation Madison WI 06/2019 08/2022
Uw-Madison Recreation & Wellbeing Madison WI 12/2020 10/2023
Poehling Capital Management, Inc Madison WI 01/2024 Present
  • 01/2014 → 05/2019
    Student
    Middleton, WI
  • 09/2019 → 05/2023
    Uw - Madison
    Madison, WI
  • 07/2016 → 08/2019
    High Point Swim Club
    Middleton, WI
  • 07/2020 → 08/2020
    United Parcel Service
    Middleton, WI
  • 06/2019 → 08/2022
    Madison School & Community Recreation
    Madison, WI
  • 12/2020 → 10/2023
    Uw-Madison Recreation & Wellbeing
    Madison, WI
  • 01/2024 → Present
    Poehling Capital Management, Inc
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-02
  • S65 Uniform Investment Adviser Law Examination
    2023-12-02

View on SEC IAPD

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