Eric Foy has been an investment adviser representative at Friday Financial since June 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.
Eric Foy is a Retirement Plan Specialist at Friday Financial, with more than 25 years of experience in financial services, 15 of them focused exclusively on qualified retirement plans. He helps employers build retirement solutions that align with their goals. Previously a retirement plan advisor, he worked with organizations to evaluate providers, implement recommendations, and provide ongoing service and assessment.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
Professional designations
Listed by Friday Financial
- Certified Plan Fiduciary Advisor (CPFA)
Investment adviser representative registrations
Eric Foy is registered as an investment adviser representative in Iowa, since June 2026.
- IowaSince 29 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric R. Foy
- CRD
- 8305116
- Firm
- Friday Financial · CRD 329748
- Office
- 600 STAR BREWERY DRIVE, SUITE 400, Dubuque, IA 52001
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fridayfi.com
Where does Eric Foy work?
Eric Foy is an investment adviser representative registered through Friday Financial, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Foy a financial advisor?
Yes. Eric Foy has a current investment-adviser registration in Iowa, through Friday Financial since June 2026.
How many years of experience does Eric Foy have?
Eric Foy has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Eric Foy passed?
Eric Foy passed the Series 65 in March 2025.
Where is Eric Foy based?
Eric Foy’s registered office is in Dubuque, IA.
Is Eric Foy registered with FINRA?
No. Eric Foy has no current broker registration.
How can I verify Eric Foy’s record?
Search CRD 8305116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Foy’s full registration record.
