Michael Dean Lockwood

Current Employers

Employment History

• 05/1987 → 01/2025
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Rohnert Park, CA

Previous Registrations

• 1998-01-26 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA
  Irvine, CA
  Rohnert Park, CA

Other Businesses

1. MIKE LOCKWOOD POS: Agent/Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HRS: 2 SECURITY TRADING HRS: 2 START DATE: 7/13/09 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine, CA 92603 DESCRIPT: Offering Accident & Health Insurance, Disability Insurance, Fixed Annuities, Indexed Annuities, Traditional Life Insurance, Long Term Care Insurance 2. MICHAEL LOCKWOOD POS: Speaker NATURE: Instructor/Teacher INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITY TRADING HRS: 2 START DATE: 06/2012 ADDY: 17400 Laguna Canyon Road, Irvine, CA 92603 DESCRIPT: Provides seminars on social security 3. OAKWOOD WEALTH PARTNERS POS: Owner/ Agent NATURE: Legal Entity/Insurance INVESTMENT RELATED: Yes NUMBER OF HRS: 200 SECURITY TRADING HRS: 120 START DATE: 7/12/21 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine, CA 92603 DESCRIPT: Legal entity through which fixed insurance products will be offered and services, including fixed and indexed annuities, disability and traditional life insurance. 4. MICHAEL LOCKWOOD POS: Baseball Umpire NATURE: Sports Official INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITY TRADING HRS: 8 START DATE: 1/1/23 ADDY: 5552 Heritage Oak Dr., Trabuco Canyon, CA 92679 DESCRIPT: Umpiring youth baseball games 5. MICHAEL LOCKWOOD POS: Author NATURE: Author INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITY TRADING HRS: 2 START DATE: 8/1/23 ADDY: 17400 Laguna Canyon Rd, Suite 125, Irvine, CA 92618 DESCRIPT: Authored a book related to retirement 6. MOMENTUM VALUE PARTNERS LLC POS: Owner/Agent NATURE: Legal Entity/Insurance INVESTMENT RELATED: Yes NUMBER OF HRS: 3 SECURITY TRADING HRS: 3 START DATE: 12/2/24 ADDY: 17400 Laguna Canyon Rd, Ste 125, Irvine, CA 92618 DESCRIPT: Legal entity through which practice will be managed and fixed insurance products offered and serviced. Fixed products include fixed and indexed annuities, long-term care and traditional life insurance. 7. ZBIEGIEN FAMILY TRUST POS: Self NATURE: Living Trust INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITY TRADING HRS: 0 START DATE: 7/15/21 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine, CA 92618 DESCRIPT: Again, successor trustee on father-in-laws trust. He has a ChoicePlus account that I am the broker of record on. 8. MIKE LOCKWOOD POS: Author NATURE: Book INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITY TRADING HRS: 2 START DATE: 5/1/24 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine, CA 92618 DESCRIPT: I wrote a chapter in a book co-authored with Michael Gerber. My chapter is about building teams. Available for clients to give away. I will not be selling books. 9. MICHAEL LOCKWOOD POS: Agent NATURE: I intend to conduct non-variable insurance and non-variable annuity sales INVESTMENT RELATED: No NUMBER OF HRS: 2 SECURITIES TRADING HRS: 2 START DATE: 1/1/09 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine CA 92618 DESCRIPT: I intend to conduct non-variable insurance and non-variable annuity sales 10. MIKE LOCKWOOD AUTHOR POS: author NATURE: writing a chapter in a book. Co-author with 14 other authors including Jack Canfield. Name of book is Heart of Success. INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 12/3/25 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine CA 92618 DESCRIPT: book chapter has been written. chapter is about my managing people philosophy 11. OAKWOOD WEALTH PARTNERS POS: Agent NATURE: Financial Planning, S Corp, Oakwood Wealth Partners is a DBA INVESTMENT RELATED: Yes NUMBER OF HRS: 200 SECURITIES TRADING HRS: 120 START DATE: 7/12/21 ADDY: 17400 Laguna Canyon Suite 12, Irvine CA 92618 DESCRIPT: Financial Planning, sales of financial products 12. OAKWOOD WEALTH PARTNERS POS: Co-Host NATURE: Podcast beginning January, 2026 INVESTMENT RELATED: No NUMBER OF HRS: 6 SECURITIES TRADING HRS: 6 START DATE: 1/1/26 ADDY: 17400 Laguna Canyon Road, Suite 125, Irvine CA 92618 DESCRIPT: Monthly Podcast with Nick Lockwood discussing financial literacy topics. Personal experiences in the industry

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-23

Other Names

• Mike Lockwood