Aaron Cullen has been an investment adviser representative at Friday Financial since September 2026, and is not listed among the firm’s executive officers or direct owners.
Friday Financial, Inc. is a Dubuque, IA firm with $409M under management, 289 clients and 6 advisers in one office, as of its August 2026 filing.
Aaron Cullen’s longest registration was 12 years at Avantax Planning Partners, Inc. (2013–2026). Before joining Friday Financial in 2026, Aaron Cullen was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearPlatteville, WI · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsPlatteville, WI · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Aaron Cullen is registered as an investment adviser representative in Wisconsin, since September 2026.
- WisconsinSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 July 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Aaron P Cullen
- CRD
- 6224930
- Firm
- Friday Financial · CRD 329748
- Office
- 1 INSIGHT DRIVE, Platteville, WI 53818
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Cullen work?
Aaron Cullen is an investment adviser representative registered through Friday Financial, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Cullen a financial advisor?
Yes. Aaron Cullen has a current investment-adviser registration in Wisconsin, through Friday Financial since September 2026.
How many years of experience does Aaron Cullen have?
Aaron Cullen has 13 years in the financial industry, since September 2013, across 2 adviser firms.
What exams has Aaron Cullen passed?
Aaron Cullen has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2013. FINRA credited Aaron Cullen with the SIE, which began in October 2018.
Where did Aaron Cullen work before Friday Financial?
Before Friday Financial, Aaron Cullen was registered through Avantax Planning Partners, Inc., October 2013 to July 2026.
Where is Aaron Cullen based?
Aaron Cullen’s registered office is in Platteville, WI.
Is Aaron Cullen registered with FINRA?
No. Aaron Cullen has no current broker registration.
How can I verify Aaron Cullen’s record?
Search CRD 6224930 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Cullen’s full registration record.
