Stephanie Mettille has been an investment adviser representative at Friday Financial since October 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 Mettille’s longest registration was 8 years at Avantax Planning Partners, Inc. (2018–2026). Before joining Friday Financial in 2026, Stephanie Mettille was registered through Avantax Planning Partners, Inc.
- Friday FinancialCurrent– present · under a yearDubuque, IA · Adviser representative · Firm CRD 329748
- Avantax Planning Partners, Inc.– · 8 yearsDubuque, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Stephanie Mettille is registered as an investment adviser representative in Iowa, since October 2026.
- IowaSince 2 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Kay Mettille
- CRD
- 6908751
- Firm
- Friday Financial · CRD 329748
- Office
- 2345 JFK ROAD, Dubuque, IA 52002
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Mettille work?
Stephanie Mettille is an investment adviser representative registered through Friday Financial, Inc. since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Mettille a financial advisor?
Yes. Stephanie Mettille has a current investment-adviser registration in Iowa, through Friday Financial since October 2026.
How many years of experience does Stephanie Mettille have?
Stephanie Mettille has 8 years in the financial industry, since April 2018, across 2 adviser firms.
What exams has Stephanie Mettille passed?
Stephanie Mettille passed the Series 65 in January 2018.
Where did Stephanie Mettille work before Friday Financial?
Before Friday Financial, Stephanie Mettille was registered through Avantax Planning Partners, Inc., February 2018 to July 2026.
Where is Stephanie Mettille based?
Stephanie Mettille’s registered office is in Dubuque, IA.
Is Stephanie Mettille registered with FINRA?
No. Stephanie Mettille has no current broker registration.
How can I verify Stephanie Mettille’s record?
Search CRD 6908751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Mettille’s full registration record.
