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Anthony James Poehling

Advisor at Holleyjo Wealth Advisors — Edina, MN Eden Avenue

Updated today

Credentials

CFP®, Series 65

Experience

9 years

Location

Edina, MN 55436

Holleyjo Wealth Advisors logo

Holleyjo Wealth Advisors

Independent

Total advisors

1

Clients per advisor

16 Typical

Avg AUM per client

$417,317 Typical

HNW client ratio

13% Typical

About

Anthony Poehling is a CFP® certificant with nine years of industry experience, currently serving as the sole advisor at Holleyjo Wealth Advisors in Edina, MN. His prior roles include ownership of Poehling Capital Management, Inc. and a position at Fulcrum Learning Systems, Inc. Since 2002, he has been involved with the Foundation for Teaching Economics as a youth lead trainer, working with high school students on economics and leadership integration. Holleyjo Wealth Advisors manages approximately $6.7 million for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a disciplined investment approach that combines fundamental, quantitative, and qualitative analysis across a range of asset classes, incorporating derivatives and structured options strategies to pursue various objectives.

Client services

Based on Holleyjo Wealth Advisors

Financial planning Portfolio management

Expertise

Based on Holleyjo Wealth Advisors

Options & derivatives strategies Active portfolio management Cash flow / budgeting

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Fee options

Fixed

$1,500 annual fixed fee for ongoing financial consulting services

Percentage

$0 - $1,000,000: 0.9% $1,000,000.01 - $5,000,000: 0.6% $5,000,000.01+: 0.3%

Project-based

$150 per hour for financial planning and consulting services

Other

Account minimum: $100,000

Location

Edina, MN Eden Avenue

5201 Eden Avenue, Suite 300

Edina MN 55436

Advisors at this office

1

Most active in

Minnesota

Work history

9 years of industry experience

Colorado Road LLC

2022 - Present • 4 years

Bloomington, MN

Holleyjo Wealth Advisors

2020 - Present • 6 years

Edina, MN

Fulcrum Learning Systems, Inc.

2019 - 2020 • 1 year

Los Angeles, CA

Poehling Capital Management, Inc.

2014 - 2019 • 5 years

Madison, WI

Foundation for Teaching Econ

2002 - Present • 24 years

Davis, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a financial advisor with Allodium Investment Consultants, LLC, holding CFP®, CFA®, and Series 66 designations and bringing 18 years of industry experience. He has been with Allodium since 2015. Allodium Investment Consultants serves a diverse client base including individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, focusing on low-cost, tax-advantaged, passively oriented investments implemented via mutual funds, ETFs, and third-party managers, with customized portfolios and ongoing monitoring.

General retirement planning Concentrated stock management

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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