Katie Fredlund

KAIZEN WEALTH MANAGEMENT

SHELBY TOWNSHIP, MI 48317

CRD#: 8120235

Some features on this profile are disabled

Professional summary

Katie Fredlund, who also goes by Katie Kreucher, is a registered financial advisor currently at KAIZEN WEALTH MANAGEMENT, LLC located in Shelby Township, Michigan.

Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Katie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Kreucher

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Fredlund's 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®

None

Experience

Current

June 18, 2025 - Present

KAIZEN WEALTH MANAGEMENT, LLC

Office #1: 47702 Van Dyke Ave., Shelby Township, MI 48317

RIA

CRD#: 285678

SHELBY TOWNSHIP, MI

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

Michigan
(6/18/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/29/2025

Uniform Investment Adviser Law Examination

Current Firm

KAIZEN WEALTH MANAGEMENT, LLC

CRD#: 285678 / SEC#:

Florida

Registered Investment Advisory firm - (3/6/2025 Approved)

Michigan

Registered Investment Advisory firm - (12/7/2016 Approved)

Texas

Registered Investment Advisory firm - (9/19/2024 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

47702 Van Dyke Ave., Shelby Township, MI 48317

Mailing Address

Phone number

(586) 752-7008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Jeffrey Perry

STRATEGIC ADVISERS LLC

IAR

WEST BLOOMFIELD, MI

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Avery Marsh

PFS INVESTMENTS INC.

TROY, MI

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Katie Fredlund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Fredlund's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAIZEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2025

Current Firm

KAIZEN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KAIZEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors