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Alex Joseph Adler

Investment adviser representative at Friday Financial
11 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

11 years in the industry.

  1. Friday FinancialSep 2026 to now
  2. Honkamp, PcNov 2015 to now
  3. Avantax Planning Partners, IncApr 2023 to Sep 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
7728696
Firm CRD
329748
Advisor's SEC record (opens in a new tab)
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