Anne Laube
Investment adviser representative at Poehling Capital Management, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$591.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Poehling Capital Management, Inc.Jul 2025 to now
- UnemployedFeb 2024 to Jun 2025
- Fidelity Brokerage Services LLCMay 2020 to Feb 2024
- Turnkey Financial ManagementJan 2020 to May 2020
- Velvet Waxing StudioOct 2018 to Oct 2019
- SchoolJan 2010 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Poehling Capital Management, Inc.
$591.3MAssets managed
435Clients
6Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7210715
- Firm CRD
- 131668