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Matthew Robert Pillard

Friday Financial

Dubuque, IA

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Current Employers
Friday Financial

600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-10
  • IA RA
    APPROVED
    Since 2026-04-10

Branch Locations

600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Trust Retirement Dubuque IA 03/2016 08/2020
Mid Atlantic Financial Management Dubuque IA 07/2020 08/2020
First Community Trust Dubuque IA 08/2020 03/2026
Friday Financial Dubuque IA 04/2026 Present
  • 03/2016 → 08/2020
    American Trust Retirement
    Dubuque, IA
  • 07/2020 → 08/2020
    Mid Atlantic Financial Management
    Dubuque, IA
  • 08/2020 → 03/2026
    First Community Trust
    Dubuque, IA
  • 04/2026 → Present
    Friday Financial
    Dubuque, IA
Previous Registrations
  • 2020-07-30 → 2020-08-28
    Mid Atlantic Financial Management, Inc.
    Dubuque, IA
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-10
S63 Uniform Securities Agent State Law Examination 2011-07-05
  • S65 Uniform Investment Adviser Law Examination
    2026-04-10
  • S63 Uniform Securities Agent State Law Examination
    2011-07-05
Other Names
  • Matthew Pillard

View on SEC IAPD

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AVANTAX PLANNING PARTNERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROSEMEYER MANAGEMENT GROUP
RICHMOND INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
UMB PRIVATE WEALTH MANAGEMENT, LLC
MARINER INDEPENDENT

Other Investors

CHAD JOSEPH KRUSE
ROBERT EMMETT LEE
SAWYER MARQUARDT
KEVIN MICHAEL DIETZEL
WYATT KELLY
JOSEPH CONSTANTINE BERNARDI
Terry B Brown
Michael R Ziembo

Other Offices

NATIONS FINANCIAL GROUP, INC. · Dubuque, IA
AVANTAX PLANNING PARTNERS, INC. · DUBUQUE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Dubuque, IA
ROSEMEYER MANAGEMENT GROUP · Dubuque, IA
RICHMOND INVESTMENT SERVICES LLC · Dubuque, IA
LPL FINANCIAL LLC · DUBUQUE, IA
UMB PRIVATE WEALTH MANAGEMENT, LLC · Dubuque, IA
MARINER INDEPENDENT · Dubuque, IA

More in Dubuque, IA

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