Craig Fredrickson, financial advisor Bountiful UT
93 score

Craig Fredrickson

CRD Number: 1202302
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Craig Fredrickson (CRD# 1202302) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bountiful, UT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Bountiful, UT Aug 2008 - Current 8
Rocky Mt. Bus. Solutions, LLC Bountiful, UT Oct 2006 - Jun 2015 8
Future Vest Financial Services Bountiful, UT Aug 2004 - Jun 2015 10
Money Concepts Capital Palm Beach Gardens, FL Aug 2005 - Aug 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Craig M. Fredrickson
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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