Friday Financial

Overview

Friday Financial is an SEC registered investment adviser based in Dubuque, IA, registered since 2024. It reports $409M in assets under management across 829 accounts, with 9 employees. It has 23 investment adviser representatives.

Reported AUM

$409M

Discretionary

100%

Accounts

829

Average account

$494K

Employees

9

Advisory reps

23

Registered since

2024

Jurisdictions

7

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Ryan Edward Burbach Chief Executive Officer, Co-Founder CRD 7854188
• Brian Joseph Griffin Wealth Manager, Co-Founder, Chief Compliance Officer CRD 6713626
• Nicholas Bert Heiar Wealth Manager, Co-Founder CRD 5720762

Advisory reps 3 of 23

• Gregory Carl Burbach Investment Adviser Rep CRD 4347989
• Ryan Edward Burbach Investment Adviser Rep CRD 7854188
• Aaron P Cullen Investment Adviser Rep CRD 6224930

20 more advisory reps, with emails, phones and branch locations

Location

Headquarters

600 Star Brewery Dr Ste 400
Dubuque, IA 52001

County

Dubuque

Metro area

Dubuque, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: fridayfi.com

Every state, with registration dates

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