Michelle Thomson-Henry 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 Thomson-Henry’s longest registration was 12 years at Avantax Planning Partners, Inc. (2013–2026). Before joining Friday Financial in 2026, Michelle Thomson-Henry was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearPlatteville, WI · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsPlatteville, WI · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Michelle Thomson-Henry is registered as an investment adviser representative in Wisconsin, since September 2026.
- WisconsinSince 18 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Leah Thomson-Henry
- CRD
- 6255394
- Firm
- Friday Financial · CRD 329748
- Office
- 1 INSIGHT DRIVE, Platteville, WI 53818
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Thomson-Henry work?
Michelle Thomson-Henry 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 Thomson-Henry a financial advisor?
Yes. Michelle Thomson-Henry has a current investment-adviser registration in Wisconsin, through Friday Financial since September 2026.
How many years of experience does Michelle Thomson-Henry have?
Michelle Thomson-Henry has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Michelle Thomson-Henry passed?
Michelle Thomson-Henry passed the Series 65 in September 2013.
Where did Michelle Thomson-Henry work before Friday Financial?
Before Friday Financial, Michelle Thomson-Henry was registered through Avantax Planning Partners, Inc., September 2013 to July 2026.
Where is Michelle Thomson-Henry based?
Michelle Thomson-Henry’s registered office is in Platteville, WI.
Is Michelle Thomson-Henry registered with FINRA?
No. Michelle Thomson-Henry has no current broker registration.
How can I verify Michelle Thomson-Henry’s record?
Search CRD 6255394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Thomson-Henry’s full registration record.
