Michelle Steining 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.
Michelle Steining’s longest registration was 8 years at Avantax Planning Partners, Inc. (2018–2026). Before joining Friday Financial in 2026, Michelle Steining was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDavenport, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 8 yearsDavenport, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Michelle Steining is registered as an investment adviser representative in Iowa, since September 2026.
- IowaSince 25 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Marie Steining
- CRD
- 6895706
- Firm
- Friday Financial · CRD 329748
- Office
- 908 W. 35TH STREET, STE 200, Davenport, IA 52806
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Steining work?
Michelle Steining 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 Michelle Steining a financial advisor?
Yes. Michelle Steining has a current investment-adviser registration in Iowa, through Friday Financial since September 2026.
How many years of experience does Michelle Steining have?
Michelle Steining has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Michelle Steining passed?
Michelle Steining passed the Series 65 in November 2017.
Where did Michelle Steining work before Friday Financial?
Before Friday Financial, Michelle Steining was registered through Avantax Planning Partners, Inc., January 2018 to July 2026.
Where is Michelle Steining based?
Michelle Steining’s registered office is in Davenport, IA.
Is Michelle Steining registered with FINRA?
No. Michelle Steining has no current broker registration.
How can I verify Michelle Steining’s record?
Search CRD 6895706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Steining’s full registration record.
