Christopher John Cone

Current Employers

Employment History

• 04/2013 → 01/2024
  Woodbury Financial Services, Inc
  Tulsa, OK
• 01/2010 → 04/2025
  Financial Builders, Llc
  Tulsa, OK
• 01/2024 → 03/2025
  Osaic Wealth, Inc.
  Tulsa, OK
• 09/2017 → 12/2023
  Ok Medicare Plans
  Tulsa, OK
• 09/2017 → Present
  Oklahoma Senior Planning Solutions, Llc Dba Cone Wealth Mgmt
  Tulsa, OK
• 03/2025 → Present
  Oklahoma Senior Planning Solutions, Llc Dba Cone Wealth Mgmt
  Tulsa, OK

Previous Registrations

• 2024-01-19 → 2025-04-02
  Osaic Wealth, Inc.
  Tulsa, OK
• 2013-04-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
• 2012-02-29 → 2012-10-15
  Woodbury Financial Services, Inc.
  Tulsa, OK
• 2011-12-09 → 2012-01-30
  Osaic Wealth, Inc.
  Tulsa, OK
• 2009-01-26 → 2009-12-23
  Waddell & Reed
  Tulsa, OK

Other Businesses

OKLAHOMA SENIOR PLANNING SOLUTIONS LLC POSITION: Managing Member/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/22/2017 ADDRESS: 8621 S. 66th E. Ave, Tulsa OK 74133, United States DESCRIPTION: The primary duty is to sell medicare related products and other fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2008-10-08

Designations

Other Names

• Christopher Cone