Michael Welbes 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.
Michael Welbes’ longest registration was 12 years at Avantax Planning Partners, Inc. (2013–2026). Before joining Friday Financial in 2026, Michael Welbes was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsDubuque, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Michael Welbes is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 17 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 October 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Peter Welbes
- CRD
- 6232888
- Firm
- Friday Financial · CRD 329748
- Office
- 2345 JFK ROAD, Dubuque, IA 52002
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Welbes work?
Michael Welbes 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 Michael Welbes a financial advisor?
Yes. Michael Welbes has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Michael Welbes have?
Michael Welbes has 12 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Michael Welbes passed?
Michael Welbes has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2013. FINRA credited Michael Welbes with the SIE, which began in October 2018.
Where did Michael Welbes work before Friday Financial?
Before Friday Financial, Michael Welbes was registered through Avantax Planning Partners, Inc., November 2013 to July 2026.
Where is Michael Welbes based?
Michael Welbes’ registered office is in Dubuque, IA.
Is Michael Welbes registered with FINRA?
No. Michael Welbes has no current broker registration.
How can I verify Michael Welbes’ record?
Search CRD 6232888 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Welbes’ full registration record.
