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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| FL | RA | APPROVED | 2024-09-25 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
2701 Cambridge Court Suite 220, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiklund & Bond Financial Services | Denver | CO | 10/2002 | Present |
| Woodbury Financial Services, Inc | Auburn Hills | MI | 01/2011 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | Present |
1) COBBLESTONE FINANCIAL SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2001 ADDRESS: 2701 Cambridge Court, Suite # 220, Auburn Hills MI 48326, United States DESCRIPTION: HEALTH INSURANCE, LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE 2) FIXED ANNUITIES; INVESTMENT RELATED = NO; ADDRESS: DBA COBBLESTONE FINANCIAL SERVICES; 2701 CAMBRIDGE COURT, SUITE # 220, AUBURN HILLS, MI 48326 POSITION: AGENT - OWNER START DATE: 01/01/2018; HOURS: 2; SECURITY HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SELLING FIXED ANNUITIES 3) DOGTAGS 4 JESUS, INC POSITION: Founder & Chairman NATURE: Non-Profit; 501(c)(3) Charity INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2011 ADDRESS: 5604 KIRKRIDGE TRL, ROCHESTER, MI 48306, United States DESCRIPTION: DOGTAGS CREATING AND PROMOTING 4) COBBLESTONE ESTATE PLANNING POSITION: Spouse of Owner, Educator NATURE: Cobblestone Estate Planning, Single Member LLC, Owner: Melissa Winkler, Licensed Attorney and spouse of Clayton J. Winkler. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2023 ADDRESS: 5604 Kirkridge Trail, Oakland Township MI 48306, United States DESCRIPTION: Guidance and Education of the Importance of Creating and Funding an Estate Planning. Supporting in the efforts of Melissa Winkler in the Guidance and Education of the potential steps of creating and funding a Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-20 |
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