Anthony James Poehling

Current Employers

Holleyjo Wealth Advisors

5201 Eden Avenue Suite 300, Edina, MN 55436 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2020-05-12

MN RA
APPROVED

Since 2020-05-12

Branch Locations

5201 Eden Avenue Suite 300, Edina, MN 55436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Foundation For Teaching Econ	Davis	CA	06/2002	Present
Poehling Capital Management, Inc.	Madison	WI	07/2014	02/2019
Holleyjo Wealth Advisors	Edina	MN	01/2020	Present
Colorado Road Llc	Bloomington	MN	09/2022	Present
Fulcrum Learning Systems, Inc.	Los Angeles	CA	02/2019	02/2020

06/2002 → Present

Foundation For Teaching Econ

Davis, CA
07/2014 → 02/2019

Poehling Capital Management, Inc.

Madison, WI
01/2020 → Present

Holleyjo Wealth Advisors

Edina, MN
09/2022 → Present

Colorado Road Llc

Bloomington, MN
02/2019 → 02/2020

Fulcrum Learning Systems, Inc.

Los Angeles, CA

Previous Registrations

2015-07-07 → 2019-02-21

Poehling Capital Management, Inc.

Madison, WI

Other Businesses

1) Foundation for Teaching Economics; Non-Investment related; 260 Russell Blvd., Suite B, Davis, CA 95616; Leadership Camps for Youth; Lead Trainer; 06/2002 To Present; 2 weeks per year; 65 hours during trading hours; I work with a group of 30 to 50 high school students on the integration of economics and leadership. 2) Colorado Road, LLC; Non-Investment related 5425 Highwood Drive W, Edina, MN 55436; Rental property; Owner since 9/2022; 5 hours/month; 5 hours/month during trading hours; Management of a rental property.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-15

S65 Uniform Investment Adviser Law Examination

2015-01-15

Designations

Other Names

Tony Poehling

View on SEC IAPD