Clayton Winkler
Clayton Winkler is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Auburn Hills, MI, with 24 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2701 Cambridge Court, Suite 220, Auburn Hills, MI, 48326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clayton is the owner of Cobblestone Financial Services, where he offers health, life, disability, and long-term care insurance, dedicating a few hours per week. He also sells fixed annuities and is the founder and chairman of a non-profit charity, Dogtags 4 Jesus, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations15 states
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