Robert Michael Fredrikson

Employer firm

Generational Wealth, Inc. CRD 281330

$395M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 09/2025
  Cfd Investments, Inc.
  Kokomo, IN
• 12/2005 → 09/2025
  Creative Financial Designs, Inc.
  Kokomo, IN
• 11/2005 → Present
  Fredrikson Financial
  Plainfield, IN
• 10/2025 → Present
  Generational Wealth Management
  Zeeland, MI

Previous Registrations

• 2005-12-07 → 2025-09-05
  Creative Financial Designs, Inc.
  Indianapolis, IN
  Kokomo, IN
  Indianapolis, IN
  Brownsburg, IN
• 2005-06-14 → 2005-08-04
  Axia Advisory
  Indianapolis, IN
• 2001-03-21 → 2005-04-07
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

1. INDEPENDENT INSURANCE SALES; INVESTMENT-RELATED; INDIANA; APPROXIMATELY 2005; 3 HRS/MO.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-27
• S63 Uniform Securities Agent State Law Examination
  1999-11-10

Designations

• Certified Financial Planner

Other Names

• Bob Fredrikson