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FRIDAY FINANCIAL, INC.
FRIDAY FINANCIAL, INC.
FRIDAY FINANCIAL
DUBUQUE, Iowa
·
3 registered advisors
·
CRD# 329748
SEC# 801-129486
0
(563) 552-7526
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FRIDAY FINANCIAL, INC.
3 registered advisors
Brian Joseph Griffin
DUBUQUE, Iowa
CRD# 6713626
Nicholas Bert Heiar
DUBUQUE, Iowa
CRD# 5720762
Ryan Edward Burbach
DUBUQUE, Iowa
CRD# 7854188
05
Office Locations
DUBUQUE, Iowa
3 advisors
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Data sourced from SEC Form ADV filings. FRIDAY FINANCIAL, INC. (CRD# 329748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.