Stephanie Imhoff 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.
Stephanie Imhoff’s longest registration was 12 years at Avantax Planning Partners, Inc. (2014–2026). Before joining Friday Financial in 2026, Stephanie Imhoff was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearMadison, WI · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 12 yearsMadison, WI · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Stephanie Imhoff 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 | 17 December 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Kay Imhoff
- CRD
- 6285394
- Firm
- Friday Financial · CRD 329748
- Office
- 2310 CROSSROADS, SUITE 2200, Madison, WI 53718
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Imhoff work?
Stephanie Imhoff 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 Stephanie Imhoff a financial advisor?
Yes. Stephanie Imhoff has a current investment-adviser registration in Wisconsin, through Friday Financial since September 2026.
How many years of experience does Stephanie Imhoff have?
Stephanie Imhoff has 12 years in the financial industry, since March 2014, across 2 adviser firms.
What exams has Stephanie Imhoff passed?
Stephanie Imhoff passed the Series 65 in December 2013.
Where did Stephanie Imhoff work before Friday Financial?
Before Friday Financial, Stephanie Imhoff was registered through Avantax Planning Partners, Inc., January 2014 to July 2026.
Where is Stephanie Imhoff based?
Stephanie Imhoff’s registered office is in Madison, WI.
Is Stephanie Imhoff registered with FINRA?
No. Stephanie Imhoff has no current broker registration.
How can I verify Stephanie Imhoff’s record?
Search CRD 6285394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Imhoff’s full registration record.
