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Skyler Craig Fredrickson

Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning

Experience

18 years in the industry.

  1. B.O.S.S. Retirement Advisors, LLCOct 2018 to now
  2. B.O.S.S. Retirement Solutions, LLCOct 2018 to now
  3. IncontactOct 2017 to Oct 2018
  4. Total Advisor Network, LLCJun 2016 to Oct 2018
  5. Futurevest Financial, LLCJan 2015 to Oct 2018
  6. Futurevest Insurance SolutionsOct 2013 to Dec 2024
  7. Fredrickson Financial LLCMay 2013 to Oct 2018
  8. Futurevest Tax SolutionsApr 2011 to Oct 2018
  9. Skyler Fredrickson (self Employed)Sep 2008 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

B.O.S.S. Retirement Advisors, LLC

$1.4BAssets managed
5,013Clients
46Advisers
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
5699672
Firm CRD
171143
Advisor's SEC record (opens in a new tab)
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