Elyse Josephine Wegmann
Investment adviser representative at Friday Financial
15 yearsExperience
1 stateRegistered in
PFSDesignation
$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
15 years in the industry.
- Friday FinancialSep 2026 to now
- Honkamp, PcDec 2011 to now
- Avantax Planning Partners, IncMar 2023 to Jul 2026
Designations
- PFS
Exams passed
No exams in this record.
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
- 7714709
- Firm CRD
- 329748