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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-23 |
| UT | RA | APPROVED | 2018-10-18 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
2825 E. Cottonwood Parkway Suite 380, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyler Fredrickson (Self Employed) | Souh Jordan | UT | 09/2008 | 10/2017 |
| Futurevest Tax Solutions | Bountiful | UT | 04/2011 | 10/2018 |
| Futurevest Insurance Solutions | Bountiful | UT | 10/2013 | 12/2024 |
| Fredrickson Financial Llc | South Jordan | UT | 05/2013 | 10/2018 |
| Futurevest Financial, Llc | Sandy | UT | 01/2015 | 10/2018 |
| Total Advisor Network, Llc | Sandy | UT | 06/2016 | 10/2018 |
| Incontact | Sandy | UT | 10/2017 | 10/2018 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 10/2018 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 10/2018 | Present |
1.) Co-owner of Fredrickson Real Estate LLC, a non-investment real estate business located in South Jordan, UT. Activity began in 2024 and represents less than 5 hours per month generally outside of securities trading hours. 2.) Owner of Fredrickson Rentals LLC, a non-investment related trailer rental business located in South Jordan, UT. Activity began in 2025 and represents less then 5 hours per month generally outside of securities trading hours. 3.) Owner of Cobehasi Ventures LLC, a non-investment related vehicle rental business located in South Jordan, UT. Activity began in 2023 and represents less than 5 hours per month generally outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-06 |
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