Anthony J. Poehling

HOLLEYJO WEALTH ADVISORS

Edina, MN

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CRD#: 4802622

Professional summary

Anthony James Poehling, CFP®, who also goes by Tony Poehling, is a registered financial advisor currently at HOLLEYJO WEALTH ADVISORS located in Edina, Minnesota.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anthony has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Poehling

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FOUNDATION FOR TEACHING ECONOMICS 260 RUSSELL BLVD., SUITE B DAVIS, CA 95616 EXPERIENTIAL EDUCATION TRAININGS W/ YOUTH LEAD TRAINER 06/2002 TO PRESENT 2 WEEKS PER YEAR DURING SUMMER. 65 HOURS DURING TRADING HOURS. I WORK WITH A GROUP OF 30 TO 50 HIGH SCHOOL STUDENTS ON THE INTEGRATION OF ECONOMICS & LEADERSHIP. 2) Colorado Road, LLC; Bloomington, MN; Owner since 9/2022; rental property; 5 hrs/mo; 5 hrs/mo during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Poehling's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 12, 2020 - Present

HOLLEYJO WEALTH ADVISORS

RIA

CRD#: 307642

Edina, MN

Past

July 7, 2015 - February 21, 2019

POEHLING CAPITAL MANAGEMENT, INC.

RIA

CRD#: 131668

MADISON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(5/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2015

Uniform Investment Adviser Law Examination

Current Firm

HOLLEYJO WEALTH ADVISORS

HOLLEYJO FINANCIAL LLC | HOLLEYJO WEALTH ADVISORS

CRD#: 307642 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/12/2020 Approved)

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Contact information

Main Address

Edina, MN

Mailing Address

Phone number

(612) 284-2278

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 5,674,084

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony J. Poehling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony James Poehling's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLLEYJO WEALTH ADVISORS

POEHLING CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2015

Current Firm

HOLLEYJO WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOLLEYJO WEALTH ADVISORS

TRUST BUT VERIFY

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