Skyler Fredrickson (CRD# 5699672) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 14 years of experience in the finance industry. Skyler Fredrickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
B.o.s.s. Retirement Advisors, LLC | Lehi, UT | Oct 2018 - Current | 5 |
B.o.s.s. Retirement Solutions, LLC | Lehi, UT | Oct 2018 - Current | 5 |
Futurevest Insurance Solutions | Bountiful, UT | Oct 2013 - Current | 10 |
Incontact | Sandy, UT | Oct 2017 - Oct 2018 | 1 |
Total Advisor Network, LLC | Sandy, UT | Jun 2016 - Oct 2018 | 2 |
Futurevest Financial, LLC | Sandy, UT | Jan 2015 - Oct 2018 | 3 |
Fredrickson Financial LLC | South Jordan, UT | May 2013 - Oct 2018 | 5 |
Futurevest Tax Solutions | Bountiful, UT | Apr 2011 - Oct 2018 | 7 |
Skyler Fredrickson (self Employed) | Souh Jordan, UT | Sep 2008 - Oct 2017 | 9 |
Planmember Securities Corporation | Carpinteria, CA | Nov 2014 - Feb 2015 | < 1 |
Financial Educational Systems | Kaysville, UT | Apr 2009 - Feb 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2009 |
S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- TX
- UT
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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