Evan Kurkowski has been an investment adviser representative at Poehling Capital Management since March 2021, 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 · 5 yearsMadison, WI · Adviser representative · Firm CRD 131668
Investment adviser representative registrations
Evan Kurkowski is registered as an investment adviser representative in Wisconsin, since March 2021.
- WisconsinSince 31 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Evan Michael Kurkowski
- CRD
- 6762178
- Firm
- Poehling Capital Management · CRD 131668
- Office
- 525 JUNCTION ROAD, SUITE 8900, Madison, WI 53717
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Evan Kurkowski work?
Evan Kurkowski is an investment adviser representative registered through Poehling Capital Management, Inc. since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Evan Kurkowski a financial advisor?
Yes. Evan Kurkowski has a current investment-adviser registration in Wisconsin, through Poehling Capital Management since March 2021.
How many years of experience does Evan Kurkowski have?
Evan Kurkowski has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Evan Kurkowski passed?
Evan Kurkowski passed the Series 65 in March 2021.
Where is Evan Kurkowski based?
Evan Kurkowski’s registered office is in Madison, WI.
Is Evan Kurkowski registered with FINRA?
No. Evan Kurkowski has no current broker registration.
How can I verify Evan Kurkowski’s record?
Search CRD 6762178 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Kurkowski’s full registration record.
- Thomas PoehlingPresident, Secretary, Treasurer
- Patrick PoehlingVice President
- Gery SadzewiczChief Compliance Officer
- Frederick GenzDirector of Financial Plans