Elyse J. Wegmann

FRIDAY FINANCIAL

Dubuque, IA 52002

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CRD#: 7714709

Professional summary

Elyse Josephine Wegmann, who also goes by Elyse J Kramer, Ellie Wegmann, Elyse Wegmann, is a registered financial advisor currently at FRIDAY FINANCIAL located in Dubuque, Iowa.

Elyse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Elyse has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Elyse J Kramer | Ellie Wegmann | Elyse Wegmann

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.

HONKAMP, PC POSITION: Accountant NATURE: Tax planning, tax consulting, accounting, payroll services, bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2011 ADDRESS: 2345 JFK Rd, Dubuque IA 52002, United States DESCRIPTION: Review tax returns, accounting compliance, financial statements review and business consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elyse Josephine Wegmann'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 17, 2026 - Present

FRIDAY FINANCIAL

Office #1: 2345 Jfk Road, Dubuque, IA 52002

RIA

CRD#: 329748

Dubuque, IA

Past

March 27, 2023 - July 8, 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".

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
(9/17/2026)

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?

Current Firm

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

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.

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Elyse J. Wegmann

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elyse Josephine Wegmann'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

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

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