Anthony Poehling (CRD# 4802622) is an Investment Advisor Representative working at Holleyjo Wealth Advisors in Edina, MN and has over 9 years of experience in the finance industry. Anthony Poehling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado Road LLC | Bloomington, MN | Sep 2022 - Current | 1 |
| Holleyjo Wealth Advisors | Edina, MN | Jan 2020 - Current | 4 |
| Foundation For Teaching Econ | Davis, CA | Jun 2002 - Current | 21 |
| Fulcrum Learning Systems, Inc. | Los Angeles, CA | Feb 2019 - Feb 2020 | 1 |
| Poehling Capital Management, Inc. | Madison, WI | Jul 2014 - Feb 2019 | 4 |
| Fulcrum Learning Systems, Inc. | Los Angeles, CA | Jan 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- MN
-
Total Assets Under Management6MILLIONS
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Total Number of Accounts29ACCOUNTS
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Average Account Value$203,753
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
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