Bryce Schuster has been an investment adviser representative at Poehling Capital Management since January 2024, and is not listed among the firm’s executive officers or direct owners.
Poehling Capital Management, Inc. is a Madison, WI firm with $591M under management, 435 clients and 6 advisers across 2 offices, as of its February 2026 filing.
- – present · 2 yearsVerona, WI · Adviser representative · Firm CRD 131668
Investment adviser representative registrations
Bryce Schuster is registered as an investment adviser representative in Wisconsin, since January 2024.
- WisconsinSince 4 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bryce William Schuster
- CRD
- 7852696
- Firm
- Poehling Capital Management · CRD 131668
- Office
- Verona, WI
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryce Schuster work?
Bryce Schuster is an investment adviser representative registered through Poehling Capital Management, Inc. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bryce Schuster a financial advisor?
Yes. Bryce Schuster has a current investment-adviser registration in Wisconsin, through Poehling Capital Management since January 2024.
How many years of experience does Bryce Schuster have?
Bryce Schuster has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Bryce Schuster passed?
Bryce Schuster passed the Series 65 in December 2023.
Where is Bryce Schuster based?
Bryce Schuster’s registered office is in Verona, WI.
Is Bryce Schuster registered with FINRA?
No. Bryce Schuster has no current broker registration.
How can I verify Bryce Schuster’s record?
Search CRD 7852696 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryce Schuster’s full registration record.
- Thomas PoehlingPresident, Secretary, Treasurer
- Patrick PoehlingVice President
- Gery SadzewiczChief Compliance Officer
- Frederick GenzDirector of Financial Plans