DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

ROBERT MICHAEL FREDRIKSON

Advisor at GENERATIONAL WEALTH, INC.

BROWNSBURG, IN | ZEELAND, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dda8ecda-13e2-7370-53f5-7c51caa58ae3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENERATIONAL WEALTH, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 10, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Nov 10, 1999
First registration: Mar 21, 2001
Dual registered: no
Other names: BOB FREDRIKSON
IAPD individual key: 1807548

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENERATIONAL WEALTH, INC.	Independent wealth	Oct 2, 2025	n/a	yes	BROWNSBURG, IN\|ZEELAND, MI	Current employment
CREATIVE FINANCIAL DESIGNS, INC.	Bd affiliated wealth	Dec 7, 2005	Sep 5, 2025	no	INDIANAPOLIS, IN\|KOKOMO, IN\|Indianapolis, IN\|Brownsburg, IN	Previous registration
AXIA ADVISORY	Other adviser	Jun 14, 2005	Aug 4, 2005	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 21, 2001	Apr 7, 2005	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE FINANCIAL DESIGNS, INC.	GENERATIONAL WEALTH, INC.	Sep 5, 2025	Oct 2, 2025	27	Firm change	Ibd to RIA
AXIA ADVISORY	CREATIVE FINANCIAL DESIGNS, INC.	Aug 4, 2005	Dec 7, 2005	125	Firm change	Other
CHARLES SCHWAB & CO., INC.	AXIA ADVISORY	Apr 7, 2005	Jun 14, 2005	68	Firm change	Other

Relationships

Registered with (4)

→ GENERATIONAL WEALTH, INC.Registered adviserregistration: current employment
Oct 2, 2025 to presentfactForm ADV
→ CREATIVE FINANCIAL DESIGNS, INC.Registered adviserregistration: previous registration
Dec 7, 2005 to Sep 5, 2025factForm ADV
→ AXIA ADVISORYRegistered adviserregistration: previous registration
Jun 14, 2005 to Aug 4, 2005factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 21, 2001 to Apr 7, 2005factForm ADV

Dated events

Occurred
Sep 5, 2025
Advisor changed firm
Robert Michael Fredrikson left Creative Financial Designs, Inc. for Generational Wealth, Inc. (registered 2025-10-02)
Form ADVobserved 6 days ago