Frederick
Genz
Poehling Capital Management, Inc
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About this Advisor
Frederick Genz is a certified financial planner based out of La Crosse, Wisconsin who has 8 years of relevant experience. Genz is an advisor for Poehling Capital Management, Inc. During their career, the advisor has held roles at Gwfs Equities, Inc and Poehling Capital Management. Genz holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. Poehling Capital Management, Inc is an advisory firm based out of Madison, WI. It has just five people on staff. It oversees $338 million in total assets among its 1,262 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves six charitable organizations. Of its 1,262 client accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. Poehling Capital Management, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Poehling Capital Management, Inc most likely consist of any combination of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Poehling Capital Management, Inc Brokerage Details
$338,093,976
5
1,262
$267,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frederick Genz Work History
Frederick has been registered as a financial advisor for 8 years.*
Poehling Capital Management
Gwfs Equities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Genz 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
Madison, WI
La Crosse, WI
Madison, WI
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
