William Paul Fredrickson

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2007 → Present
  United Planners' Financial Services Of America
  Scottsdale, AZ
• 06/1998 → Present
  William Fredrickson
  Albuquerque, NM
• 02/2008 → 04/2019
  Fredrickson Financial Services Pc
  Albuquerque, NM
• 02/2019 → 06/2019
  Wade O Fredrickson
  Albuquerque, NM
• 02/2008 → Present
  Fredrickson Financial Services Pc
  Albequerque, NM

Previous Registrations

• 2003-10-24 → 2007-03-07
  Ubs Financial Services Inc.
  Santa Fe, NM
  Santa Fe, NM
• 1998-04-14 → 2003-10-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM

Other Businesses

1.) WILLIAM FREDRICKSON INDEPENDENT INSURANCE - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - ALBUQUERQUE, NM - SINCE 01/2007 - INVESTMENT RELATED 2.) FREDRICKSON FINANCIAL SERVICES PC - PRESIDENT - S-CORPORATION - ALBUQUERQUE, NM - SINCE 02/2008 - INVESTMENT RELATED 3.) WILLIAM FREDRICKSON - LIFE, ACCIDENT, HEALTH, & VARIABLE CONTRACTS AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 06/1998 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  1998-03-18

Other Names

• Bill Fredrickson
• William P Fredrickson