Frederick Frederickson, CPWA, CFP

Ted is Managing Director of Investments and PIM Portfolio Manager with Wells Fargo Advisors. For over two decades, Ted has had the privilege of helping his clients address their financial goals and concerns and develop in-depth strategies that are customized for each individual's specific circumstances. Ted also assists families and private business owners with comprehensive planning and key decisions regarding multi-generational wealth. He takes an active role in facilitating family meetings and discussions around family governance and the education and preparation of the next generation as future stewards. Ted is passionate about the success of his clients during their working years as well as far into retirement and strives to be his client's dedicated consultant for all financial matters. Ted is the founder of Frederickson Wealth Management Group of Wells Fargo Advisors. He attended the University of Minnesota, Twin Cities where he earned a Bachelor of Arts Degree in Economics as an Evan Scholar. Ted holds the series 7,9,10,31,63, and 65 registrations. He also holds the CFP? certification and CPWA? certification for his client's advanced planning needs. Ted and his wife, Darcy, have two children and two dogs and reside in Lino Lakes, Minnesota. Outside of the office, he enjoys being active in his church, as well as his kids' school and sports activities. Ted enjoys time spent in the outdoors with activities such as fishing, hunting and snowmobiling in the northern Wisconsin region.