Kyle Boardman has been an investment adviser representative at Friday Financial since October 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.
Kyle Boardman’s longest registration was 7 years at Avantax Planning Partners, Inc. (2019–2026). Before joining Friday Financial in 2026, Kyle Boardman was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearCedar Rapids, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 7 yearsHiawatha, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Kyle Boardman is registered as an investment adviser representative in Iowa, since October 2026.
- IowaSince 2 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle David Boardman
- CRD
- 7055239
- Firm
- Friday Financial · CRD 329748
- Office
- 150 1ST AVENUE NE, SUITE 200, Cedar Rapids, IA 52401
- Registration
- Investment adviser registration
- In the industry since
- April 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Boardman work?
Kyle Boardman is an investment adviser representative registered through Friday Financial, Inc. since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Boardman a financial advisor?
Yes. Kyle Boardman has a current investment-adviser registration in Iowa, through Friday Financial since October 2026.
How many years of experience does Kyle Boardman have?
Kyle Boardman has 7 years in the financial industry, since April 2019, across 2 adviser firms.
What exams has Kyle Boardman passed?
Kyle Boardman passed the Series 65 in November 2018.
Where did Kyle Boardman work before Friday Financial?
Before Friday Financial, Kyle Boardman was registered through Avantax Planning Partners, Inc., January 2019 to July 2026.
Where is Kyle Boardman based?
Kyle Boardman’s registered office is in Cedar Rapids, IA.
Is Kyle Boardman registered with FINRA?
No. Kyle Boardman has no current broker registration.
How can I verify Kyle Boardman’s record?
Search CRD 7055239 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Boardman’s full registration record.
