Matthew Pillard has been an investment adviser representative at Friday Financial since April 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.
Matt Pillard is Wealth Advisor at Friday Financial. With 15 years of experience in the financial services industry, he partners with individuals and families through every stage of their financial lives, from enrolling in first retirement plans to creating sustainable income in retirement. He also has experience coordinating estate planning to support thoughtful wealth transfer.
Matthew Pillard’s longest registration is the current one, under a year at Friday Financial since 2026. Before joining Friday Financial in 2026, Matthew Pillard was registered through Mid Atlantic Financial Management, Inc.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
- Mid Atlantic Financial Management, Inc.– · under a yearDubuque, IA · Adviser representative · Firm CRD 109771
Investment adviser representative registrations
Matthew Pillard is registered as an investment adviser representative in Iowa, since April 2026.
- IowaSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 July 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Robert Pillard
- CRD
- 5934603
- Firm
- Friday Financial · CRD 329748
- Office
- 600 STAR BREWERY DRIVE, SUITE 400, Dubuque, IA 52001
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fridayfi.com
Where does Matthew Pillard work?
Matthew Pillard is an investment adviser representative registered through Friday Financial, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Pillard a financial advisor?
Yes. Matthew Pillard has a current investment-adviser registration in Iowa, through Friday Financial since April 2026.
How many years of experience does Matthew Pillard have?
Matthew Pillard has 0 years in the financial industry, since March 2026, across 2 adviser firms.
What exams has Matthew Pillard passed?
Matthew Pillard has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 2011.
Where did Matthew Pillard work before Friday Financial?
Before Friday Financial, Matthew Pillard was registered through Mid Atlantic Financial Management, Inc., July 2020 to August 2020.
Where is Matthew Pillard based?
Matthew Pillard’s registered office is in Dubuque, IA.
Is Matthew Pillard registered with FINRA?
No. Matthew Pillard has no current broker registration.
How can I verify Matthew Pillard’s record?
Search CRD 5934603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Pillard’s full registration record.
