John Wilkinson
John Wilkinson is a registered investment advisor at Osaic Wealth, INC., based in Auburn Hills, MI, with 31 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
3069 University Dr #200, Auburn Hills, MI, 48326
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2009Regulatory
December 2006Regulatory
July 2005Employment Separation After Allegations
August 2004Other Business ActivitiesSells Insurance
John sells health insurance, disability insurance, fixed and equity indexed annuities, and term insurance through Wiklund and Bond Financial Services and Blue Cross Blue Shield of Michigan, dedicating about 10-20% of his time. He also owns a family cottage rental property and sells life insurance products through DBS, spending minimal time on the rental and a few hours per week on life insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Signator Investors, INC.Broker
New England SecuritiesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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