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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
Bloomfield Hill, MI • United States
3069 University Dr #200, Auburn Hills, MI 48326 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 04/2008 | 01/2024 |
| Kingsley Insurance | Fenton | MI | 02/2008 | Present |
| Osaic Wealth, Inc. | Bloomfield Hill | MI | 01/2024 | Present |
1) WIKLUND AND BOND FINANCIAL SERVICES, BLUE CROSS BLUE SHIELD OF MICHIGAN; INVT REL; 3069 UNIVERSITY DR #200, AUBURN HILLS, MI; SALE OF HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES & TERM INSURANCE; START 05/01/1991; 20 HRS/MTH; 20 HRS/MTH DURING TRADING; SALE OF HEALTH INSURANCE, DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES & TERM INSURANCE. 2) RENTAL PROPERTY POSITION: Owner NATURE: Family Cottage - Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 1161 N. Lakeshore Dr, # 4033, Ludington MI 49431, United States DESCRIPTION: Owner of a family cottage that is rented out in order to help offset expenses. 3) WIKLUND AND BOND FINANCIAL SERVICES POSITION: Rep/Agent NATURE: Sale of Life Insurance products through DBS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 20 START DATE: 05/05/2025 ADDRESS: 4349 Far Hill Dr, Bloomfield Hills MI 48304, United States DESCRIPTION: Sale of Life Insurance products through DBS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-04 |
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