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Gregory C. Burbach

FRIDAY FINANCIAL
Dubuque, IA 52002
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CRD#: 4347989
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Gregory Carl BurbachFRIDAY FINANCIAL

Professional summary


Gregory Carl Burbach, CFP® is a registered financial advisor currently at FRIDAY FINANCIAL located in Dubuque, Iowa.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 2 firms .

At a Glance


Always Fiduciary

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Shareholder and Chairman of the Board of Honkamp P.C., a regional public accounting firm. I am located at 2345 JFK Road, Dubuque, IA. I have been with HK & Co. since 1996. I work approximately 160 hours a month. I provide services typical of public accounting, which might include tax preparation and planning services, business consulting services, and bookkeeping services, to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am a Member-Owner of Law Building, LLC., a real estate rental entity. My participation is not securities-related or investment-related. The building owned by the entity is located at 2345 JFK Road, Dubuque, IA 52002. My start date is 1996. I devote 1-2 hours a month, primarily during non-securities trading hours. My participation includes attending periodic member meetings. (3) I am a Board Member and Shareholder of Addoco, Inc., a local manufacturer located in Peosta, IA. I have been a shareholder and board member since 2019. I devote approximately 1-5 hours a month to this activity, primarily during non-securities trading hours. I attend periodic board meetings. My participation is not securities-related or investment-related. (3) I am a Director Emeritus for the Dubuque Boys & Girls Club. This activity is not investment-related. It is located at 1299 Locust Street, Dubuque, IA 52001. I have participated in this activity since 2010. I handle the finances including paying bills and depositing donations received. I devote approximately 1-5 hours per month to this activity, mostly during non-securities trading hours. (4) HP INVESTMENTS OF AMERICA, INC. POSITION: Shareholder NATURE: HP Investments of America, Inc. is a startup company providing payroll services. It does not have any investment related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/16/2023 ADDRESS: 2477 JFK Road, Dubuque IA 52002, United States DESCRIPTION: Shareholder

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Carl Burbach's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

September 23, 2026 - Present

FRIDAY FINANCIAL

Office #1: 2345 Jfk Road, Dubuque, IA 52002
RIA
CRD#: 329748
Dubuque, IA
Past

June 30, 2004 - July 13, 2026

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
DUBUQUE, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FRIDAY FINANCIAL
FRIDAY FINANCIAL | FRIDAY FINANCIAL, INC.

CRD#: 329748 / SEC#: 801-129486

RIA
Registered Investment Advisory firm - (2/9/2024 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(9/23/2026)

Exams


What does exam status mean?

Current Firm


FF
FRIDAY FINANCIAL
FRIDAY FINANCIAL | FRIDAY FINANCIAL, INC.

CRD#: 329748 / SEC#: 801-129486

RIA
Registered Investment Advisory firm - (2/9/2024 Approved)
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Contact information


Main Address
600 Star Brewery Drive Suite 400, Dubuque, IA 52001
Mailing Address
Phone number
(563) 552-7526
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRIDAY FINANCIAL FORM ADV PART 2A (5/27/2026)

Regulatory assets under management


Total Number of Accounts829
AUM (Assets Under Management)$ 409,324,015

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FRIDAY FINANCIAL

CRD#: 329748Dubuque, IA 52002

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