Skyler C. Fredrickson

B.O.S.S. RETIREMENT ADVISORS

Salt Lake City, UT 84121

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CRD#: 5699672

Professional summary

Skyler Craig Fredrickson, CFP® is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Salt Lake City, Utah.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Skyler has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.) Co-owner of Fredrickson Real Estate LLC, a non-investment real estate business located in South Jordan, UT. Activity began in 2024 and represents less than 5 hours per month generally outside of securities trading hours. 2.) Owner of Fredrickson Rentals LLC, a non-investment related trailer rental business located in South Jordan, UT. Activity began in 2024 and represents less then 5 hours per month generally outside of securities trading hours. 3.) Owner of Cobehasi Ventures LLC, a non-investment related vehicle rental business located in South Jordan, UT. Activity began in 2023 and represents less than 5 hours per month generally outside of securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Craig Fredrickson'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: 2015

Experience

Current

October 18, 2018 - Present

B.O.S.S. RETIREMENT ADVISORS, LLC

Office #1: 2825 E. Cottonwood Parkway Suite 380, Salt Lake City, UT 84121

RIA

CRD#: 171143

Salt Lake City, UT

Past

June 30, 2016 - October 8, 2018

COLUMBIA ADVISORY PARTNERS, LLC

RIA

CRD#: 171616

Sandy, UT

Past

March 2, 2015 - June 29, 2016

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Sandy, UT

Past

November 12, 2014 - February 26, 2015

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

Kaysville, UT

Past

November 7, 2014 - February 26, 2015

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

Kaysville, UT

Past

February 28, 2011 - November 11, 2014

GWN SECURITIES INC.

RIA

CRD#: 128929

Kaysville, UT

Past

January 21, 2011 - November 11, 2014

GWN SECURITIES INC.

CRD#: 128929

Kaysville, UT

Past

February 24, 2010 - December 31, 2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

BOUNTIFUL, UT

Past

August 17, 2009 - February 24, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

KAYSVILLE, UT

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".

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 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

Texas
(11/23/2021)

IAR

Utah
(10/18/2018)

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

State Security Law Exam

IAR

Series 65

Date: 2/24/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/14/2009

General Securities Representative Examination

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3400 N Ashton Blvd Suite 190, Lehi, UT 84043

Mailing Address

Phone number

(801) 990-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	11,886
AUM (Assets Under Management)	$ 1,060,864,881

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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Skyler C. Fredrickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Craig Fredrickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA ADVISORY PARTNERS, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

GWN SECURITIES INC.

GWN SECURITIES INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

Primary Firm SEC Registration

B.O.S.S. RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2011

Series 63

Date: 10/6/2009

SIE

Date: 2/26/2015

Series 7

Date: 8/14/2009

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B.O.S.S. RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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