Robert Michael Fredrikson
Investment adviser representative at Generational Wealth, Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Generational Wealth, Inc.Oct 2025 to now
- Generational Wealth ManagementOct 2025 to now
- Fredrikson FinancialNov 2005 to now
- Cfd Investments, Inc.Dec 2005 to Sep 2025
- Creative Financial Designs, Inc.Dec 2005 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IN).
Generational Wealth, Inc.
$394.8MAssets managed
665Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1807548
- Firm CRD
- 281330