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Inactive

Anne Laube

Poehling Capital Management, Inc.

Madison, WI

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Current Employers
Poehling Capital Management, Inc.

525 Junction Road Suite 8900, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-07-01
  • WI RA
    APPROVED
    Since 2025-07-01

Branch Locations

525 Junction Road Suite 8900, Madison, WI 53717 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Madison WI 05/2020 02/2024
Turnkey Financial Management Plymouth MN 01/2020 05/2020
Velvet Waxing Studio Madison WI 10/2018 10/2019
School Madison WI 01/2010 05/2019
Poehling Capital Management, Inc. Madison WI 07/2025 Present
Unemployed Madison WI 02/2024 06/2025
  • 05/2020 → 02/2024
    Fidelity Brokerage Services Llc
    Madison, WI
  • 01/2020 → 05/2020
    Turnkey Financial Management
    Plymouth, MN
  • 10/2018 → 10/2019
    Velvet Waxing Studio
    Madison, WI
  • 01/2010 → 05/2019
    School
    Madison, WI
  • 07/2025 → Present
    Poehling Capital Management, Inc.
    Madison, WI
  • 02/2024 → 06/2025
    Unemployed
    Madison, WI
Previous Registrations
  • 2023-08-09 → 2024-02-21
    Fidelity Personal And Workplace Advisors
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-02
S63 Uniform Securities Agent State Law Examination 2021-11-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-02
  • S63 Uniform Securities Agent State Law Examination
    2021-11-10
Designations

View on SEC IAPD

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GREENPOINT ASSET MANAGEMENT V LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ASSOCIATED INVESTMENT SERVICES, INC.

Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

More in Madison, WI

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