Skyler Fredrickson, financial advisor Lehi UT

Skyler Fredrickson

CRD Number: 5699672
Current Firm: B.o.s.s. Retirement Advisors, LLC

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.

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Professional Designations
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
Contact Info for Skyler C. Fredrickson
Phone Number: 801-990-5055
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    764
    MILLIONS
  • Total Number of Accounts
    6,227
    ACCOUNTS
  • Average Account Value
    $122,687
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY

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