Robert M. Fredrikson

GENERATIONAL WEALTH

BROWNSBURG, IN 46112

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CRD#: 1807548

Professional summary

Robert Michael Fredrikson, CFP®, who also goes by Bob Fredrikson, is a registered financial advisor currently at GENERATIONAL WEALTH, INC. located in Brownsburg, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

At a Glance

Always Fiduciary

Aliases

Bob Fredrikson

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.

1. INDEPENDENT INSURANCE SALES; INVESTMENT-RELATED; INDIANA; APPROXIMATELY 2005; 3 HRS/MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Fredrikson'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

October 2, 2025 - Present

GENERATIONAL WEALTH, INC.

Office #1: 407 N. Green Street, Brownsburg, IN 46112

RIA

CRD#: 281330

BROWNSBURG, IN

Past

December 7, 2005 - September 5, 2025

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

Brownsburg, IN

Past

December 7, 2005 - September 5, 2025

CFD INVESTMENTS, INC.

CRD#: 25427

Brownsburg, IN

Past

June 14, 2005 - August 4, 2005

AXIA ADVISORY

RIA

CRD#: 107571

INDIANAPOLIS, IN

Past

March 21, 2001 - April 7, 2005

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

INDIANAPOLIS, IN

Past

November 1, 1999 - April 7, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

May 25, 1988 - September 6, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

May 25, 1988 - September 6, 1989

PRUCO SECURITIES, LLC.

CRD#: 5685

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".

GENERATIONAL WEALTH, INC.

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(10/2/2025)

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?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 12/27/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 10/29/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Status Unavailable

Passed: 4/5/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Status Unavailable

Passed: 6/30/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

GENERATIONAL WEALTH, INC.

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

PREMIUM

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Contact information

Main Address

244 East Main Avenue, Zeeland, MI 49464

Mailing Address

Phone number

(616) 931-1270

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (4/16/2026)

Regulatory assets under management

Total Number of Accounts	2,121
AUM (Assets Under Management)	$ 394,770,403

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/10/2026	Cover Page	Report
02/04/2026	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Robert M. Fredrikson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Fredrikson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

AXIA ADVISORY

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

GENERATIONAL WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 12/27/2000

Series 63

Passed: 11/10/1999

SIE

Passed: 10/1/2018

Series 7

Passed: 10/29/1999

Series 10

Passed: 4/5/2004

Series 9

Passed: 6/30/2003

Current Firm

GENERATIONAL WEALTH, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GENERATIONAL WEALTH, INC.

TRUST BUT VERIFY

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