Katie Fredlund

Employer firm

Kaizen Wealth Management, LLC CRD 285678

450 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 06/2025 → Present
  Kaizen Wealth Management, Llc
  Shelby Township, MI
• 05/2024 → Present
  Kaizen Financial, Inc.
  Shelby Township, MI
• 09/2024 → Present
  Katie Kreucher, Sole Proprietor
  Shelby Township, MI
• 05/2021 → 08/2024
  American Health Plans
  Le Roy, MI
• 08/2019 → 04/2021
  Meridian Health Plans
  Detroit, MI
• 03/2018 → 07/2019
  Prism Medical Group
  Rochester Hills, MI
• 08/2015 → 03/2018
  Wellbridge Of Romeo
  Romeo, MI
• 05/2015 → 05/2019
  Full Time Student
  Macomb, MI

Other Businesses

(1) Kaizen Financial, Inc.; Yes; Shelby Township, MI; Insurance Services; Insurance Agent; 05/2024; 30/ HRS MO; 30/ HRS MO (2) Katie Kreucher, Sole Proprietor; Yes; Shelby Township, MI; Insurance Services; Insurance Agent; 09/2024; 20/ HRS MO; 20/ HRS MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-29

Other Names

• Katie Kreucher