Elyse Wegmann 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.
Elyse Wegmann’s longest registration was 3 years at Avantax Planning Partners, Inc. (2023–2026). Before joining Friday Financial in 2026, Elyse Wegmann was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 3 yearsDubuque, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Elyse Wegmann is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 17 September 2026
Examinations
No examinations are on Elyse Wegmann’s record.
- Full name
- Elyse Josephine Wegmann
- CRD
- 7714709
- Firm
- Friday Financial · CRD 329748
- Office
- 2345 JFK Road, Dubuque, IA 52002
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Elyse Wegmann work?
Elyse Wegmann 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 Elyse Wegmann a financial advisor?
Yes. Elyse Wegmann has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Elyse Wegmann have?
Elyse Wegmann has 3 years in the financial industry, since June 2023, across 2 adviser firms.
Where did Elyse Wegmann work before Friday Financial?
Before Friday Financial, Elyse Wegmann was registered through Avantax Planning Partners, Inc., March 2023 to July 2026.
Where is Elyse Wegmann based?
Elyse Wegmann’s registered office is in Dubuque, IA.
Is Elyse Wegmann registered with FINRA?
No. Elyse Wegmann has no current broker registration.
How can I verify Elyse Wegmann’s record?
Search CRD 7714709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elyse Wegmann’s full registration record.
