Stephanie K. Imhoff

FRIDAY FINANCIAL

MADISON, WI 53718

Some features on this profile are disabled

CRD#: 6285394

Professional summary

Stephanie Kay Imhoff is a registered financial advisor currently at FRIDAY FINANCIAL located in Madison, Wisconsin.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stephanie has worked at 2 firms and has passed the Series 65 exam.

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.

I AM A CPA WITH HONKAMP, P.C. PREVIOUSLY BREMSER GROUP. THIS IS A NON-INVESTMENT RELATED BUSINESS THAT OFFERS TAX AND AUDIT SERVICES TO INDIVIDUAL CLIENTS AND BUSINESSES. I HAVE BEEN EMPLOYED THERE SINCE NOVEMBER 2003, WORK APPROXIMATELY 200 HOURS PER MONTH, MOST OF WHICH IS DURING TRADING HOURS. THE ADDRESS FOR THE HONKAMP KRUEGER OFFICE IS 2310 CROSSROADS, SUITE 2200, MADISON, WI 53718

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Kay Imhoff'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®

None

Experience

Current

September 18, 2026 - Present

FRIDAY FINANCIAL

Office #1: 2310 Crossroads Suite 2200, Madison, WI 53718

RIA

CRD#: 329748

MADISON, WI

Past

January 2, 2014 - July 13, 2026

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Madison, WI

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".

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

Wisconsin
(9/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 12/17/2013

Uniform Investment Adviser Law Examination

Current Firm

FRIDAY FINANCIAL

FRIDAY FINANCIAL | FRIDAY FINANCIAL, INC.

CRD#: 329748 / SEC#: 801-129486

RIA

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

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

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 Accounts	829
AUM (Assets Under Management)	$ 409,324,015

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Waneta Jaikarran

E1 ASSET MANAGEMENT, INC.

Allen Canete

RBC CAPITAL MARKETS, LLC

IAR

Custer, SD

Sungmin Park

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

FLORHAM PARK, NJ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie K. Imhoff

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Kay Imhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRIDAY FINANCIAL

AVANTAX PLANNING PARTNERS, INC.

Primary Firm SEC Registration

FRIDAY FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Passed: 12/17/2013

Current Firm

FRIDAY FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRIDAY FINANCIAL

TRUST BUT VERIFY

Similar Advisors