Katie Jo Thomas
Investment adviser representative at Friday Financial
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$409.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Friday FinancialSep 2026 to now
- Honkamp P.C.Sep 2004 to now
- Proequities IncSep 2013 to Sep 2020
- Avantax Planning Partners, Inc.Mar 2011 to Jun 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IA).
Friday Financial
Legal name: Friday Financial, Inc.
$409.3MAssets managed
289Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5890905
- Firm CRD
- 329748