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Robert Michael Fredrikson

Robert M. Fredrikson

GENERATIONAL WEALTH MANAGEMENT
BROWNSBURG, IN 46112
Some features on this profile are disabled
CRD#: 1807548
Robert Michael Fredrikson

Professional summary

Robert Michael Fredrikson, CFP®, who also goes by Bob Fredrikson, is a registered financial advisor currently at GENERATIONAL WEALTH MANAGEMENT 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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 MANAGEMENT

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.

BD
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.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 25, 1988 - September 6, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

May 25, 1988 - September 6, 1989

PRUCO SECURITIES, LLC.

BD
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".
GW
GENERATIONAL WEALTH MANAGEMENT
GEN-WEALTH PARTNERS | 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)

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/5/2004
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/30/2003
General Securities Sales Supervisor - Options Module Examination

Current Firm

GW
GENERATIONAL WEALTH MANAGEMENT
GEN-WEALTH PARTNERS | 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)
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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
111

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts1,751
AUM (Assets Under Management)$ 299,652,790

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.

Company Information

GENERATIONAL WEALTH MANAGEMENT

CRD#: 281330Brownsburg, IN 46112

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