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Robert Michael Fredrikson

Generational Wealth, Inc.

Brownsburg, IN

Zeeland, MI

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Current Employers
Generational Wealth, Inc.

244 East Main Avenue, Zeeland, MI 49464 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-10-02
  • IN RA
    APPROVED
    Since 2025-10-02

Branch Locations

407 N. Green Street, Brownsburg, IN 46112 • United States

244 East Main Avenue, Zeeland, MI 49464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments, Inc. Kokomo IN 12/2005 09/2025
Creative Financial Designs, Inc. Kokomo IN 12/2005 09/2025
Fredrikson Financial Plainfield IN 11/2005 Present
Generational Wealth Management Zeeland MI 10/2025 Present
  • 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
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-27
S63 Uniform Securities Agent State Law Examination 1999-11-10
  • S66 Uniform Combined State Law Examination
    2000-12-27
  • S63 Uniform Securities Agent State Law Examination
    1999-11-10
Designations
Other Names
  • Bob Fredrikson

View on SEC IAPD

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