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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
3069 University Dr #200, Auburn Hills, MI 48326 • United States
1 disclosure category 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 | Auburn Hills | MI | 01/2011 | 01/2024 |
| Osaic Wealth, Inc. | Auburn Hills | MI | 01/2024 | Present |
1) WIKLUND & BOND FINANCIAL SERVICES, INC. POSITION: VP NATURE: S-Corp. Owned by David Bond and Craig Wiklund 50/50 split. We conduct business under this DBA along with selling group benefits such as health insurance, Dental, group life and disability. We do not conduct any variable business or security business through this entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2000 ADDRESS: 3069 University Dr., Suite 200, Auburn Hills MI 48326, United States DESCRIPTION: Call on and review employee benefit plans of group clients. Conduct annual reviews of plans and quote out alternatives at renewal.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-16 |
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