Kyle Kunz 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.
Kyle Kunz’s longest registration was 12 years at Avantax Planning Partners, Inc. (2014–2026). Before joining Friday Financial in 2026, Kyle Kunz was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearCedar Rapids, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsHiawatha, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Kyle Kunz is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Steven Kunz
- CRD
- 6285255
- Firm
- Friday Financial · CRD 329748
- Office
- 150 1ST AVE NE, STE 200, Cedar Rapids, IA 52401
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Kunz work?
Kyle Kunz 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 Kyle Kunz a financial advisor?
Yes. Kyle Kunz has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Kyle Kunz have?
Kyle Kunz has 12 years in the financial industry, since March 2014, across 2 adviser firms.
What exams has Kyle Kunz passed?
Kyle Kunz passed the Series 65 in November 2013.
Where did Kyle Kunz work before Friday Financial?
Before Friday Financial, Kyle Kunz was registered through Avantax Planning Partners, Inc., January 2014 to July 2026.
Where is Kyle Kunz based?
Kyle Kunz’s registered office is in Cedar Rapids, IA.
Is Kyle Kunz registered with FINRA?
No. Kyle Kunz has no current broker registration.
How can I verify Kyle Kunz’s record?
Search CRD 6285255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Kunz’s full registration record.
