Bryce
Schuster

Poehling Capital Management, Inc

CRD#7852696
Investment Advisor
in Verona, WI

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About this Advisor

Bryce Schuster is a financial advisor based in Verona, Wisconsin, working with Poehling Capital Management, Inc. Bryce has previously held positions as a student at UW - Madison, and at High Point Swim Club, United Parcel Service, Madison School & Community Recreation, UW-Madison Recreation & Wellbeing, and Poehling Capital Management, Inc. Bryce has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Bryce is part of Poehling Capital Management, Inc, which operates out of Verona, Wisconsin. The firm has one office and five employees. The firm manages assets totaling $416.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Poehling Capital Management, Inc includes asset-based, hourly, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Office Location

Verona, WI

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Poehling Capital Management, Inc Brokerage Details

Total Assets Under Management

$416,091,073

WI Average: $2,826,565,184
Total Number of Employees

5

WI Average: 43
Total Number of Accounts

1,395

WI Average: 1,898
Average Account Size

$298,273

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bryce Schuster Work History

2024 - Present (1 year)

Poehling Capital Management, Inc

2020 - 2020 (< 1 year)

United Parcel Service

2020 - 2023 (3 years)

Uw-Madison Recreation & Wellbeing

2019 - 2023 (4 years)

Uw - Madison

2019 - 2022 (3 years)

Madison School & Community Recreation

2016 - 2019 (3 years)

High Point Swim Club

2014 - 2019 (5 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bryce Schuster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Poehling Capital Management, Inc

Bryce Schuster
Verona, WI
Evan Kurkowski
Madison, WI
Frederick Genz
La Crosse, WI
Patrick Poehling
Madison, WI
Thomas Poehling
Madison, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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