Alex Adler 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.
Alex Adler’s longest registration was 3 years at Avantax Planning Partners, Inc. (2023–2026). Before joining Friday Financial in 2026, Alex Adler was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDavenport, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 3 yearsDavenport, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Alex Adler is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 25 September 2026
Examinations
No examinations are on Alex Adler’s record.
- Full name
- Alex Joseph Adler
- CRD
- 7728696
- Firm
- Friday Financial · CRD 329748
- Office
- 908 W. 35TH STREET, Davenport, IA 52806
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Alex Adler work?
Alex Adler 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 Alex Adler a financial advisor?
Yes. Alex Adler has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Alex Adler have?
Alex Adler has 3 years in the financial industry, since July 2023, across 2 adviser firms.
Where did Alex Adler work before Friday Financial?
Before Friday Financial, Alex Adler was registered through Avantax Planning Partners, Inc., April 2023 to July 2026.
Where is Alex Adler based?
Alex Adler’s registered office is in Davenport, IA.
Is Alex Adler registered with FINRA?
No. Alex Adler has no current broker registration.
How can I verify Alex Adler’s record?
Search CRD 7728696 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Adler’s full registration record.
