Skyler Craig Fredrickson

Employer firm

B.o.s.s. Retirement Advisors, LLC CRD 171143

$1.38B regulatory AUM

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

• 09/2008 → 10/2017
  Skyler Fredrickson (Self Employed)
  Souh Jordan, UT
• 04/2011 → 10/2018
  Futurevest Tax Solutions
  Bountiful, UT
• 10/2013 → 12/2024
  Futurevest Insurance Solutions
  Bountiful, UT
• 05/2013 → 10/2018
  Fredrickson Financial Llc
  South Jordan, UT
• 01/2015 → 10/2018
  Futurevest Financial, Llc
  Sandy, UT
• 06/2016 → 10/2018
  Total Advisor Network, Llc
  Sandy, UT
• 10/2017 → 10/2018
  Incontact
  Sandy, UT
• 10/2018 → Present
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
• 10/2018 → Present
  B.O.S.S. Retirement Solutions, Llc
  Lehi, UT

Previous Registrations

• 2016-06-30 → 2018-10-08
  Columbia Advisory Partners, Llc
  Sandy, UT
• 2015-03-02 → 2016-06-29
  Brookstone Capital Management Llc
  Midvale, UT
  Wheaton, IL
  Sandy, UT
• 2014-11-12 → 2015-02-26
  Planmember Securities Corporation
  Murray, UT
  Kaysville, UT
  Carpinteria, CA
  Kaysville, UT
  Salt Lake City, UT
• 2011-02-28 → 2014-11-11
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Kaysville, UT
  Murray, UT

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-24
• S63 Uniform Securities Agent State Law Examination
  2009-10-06

Designations

• Certified Financial Planner