Auburn Hills, MI University Dr Office
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OSAIC
Institution
Firm-wide stats for OSAIC
About
Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that supports individual investors (including high‑net‑worth and non‑HNW households), retirement plan sponsors and participants, charities, and corporate clients. It offers both brokerage and advisory services across a range of programs — including comprehensive financial planning, advisor‑managed wrap and non‑wrap portfolios, Unified Managed Accounts, third‑party money manager programs, and retirement plan consulting — many of which are delivered through affiliated broker‑dealer and RIA relationships.
The firm’s investment process emphasizes model‑based asset allocation and portfolio optimization supported by risk‑tolerance questionnaires, efficient frontier analysis, and rebalancing tools; advisors can implement discretionary UMA or advisor‑managed strategies, impose client restrictions, or select third‑party managers and proprietary “Enterprise Strategist” models. Osaic also maintains multiple custodial and legacy program arrangements (including accounts transitioned from earlier mergers), and makes alternative investments available via third‑party platforms that perform initial and ongoing due diligence.
Compared with peers, Osaic is notable for its scale and recent consolidation activity, its complex affiliate network (broker‑dealer, asset managers, insurance and trust affiliates) and private‑equity ownership that influence its platform economics and product offerings. The firm also operates multiple lending and cash‑management programs and receives third‑party platform and revenue‑sharing arrangements — matters it discloses as potential conflicts of interest — and has had several recent regulatory disclosures and enforcement matters that led to enhanced controls and independent reviews.
Based on OSAIC
Location
3069 University Dr #200
Auburn Hills MI 48326
Advisors at this office
3
Advisors at this office
David B
Series 63, Series 65
Auburn Hills, MI
OSAIC
David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he is vice president of Wiklund & Bond Financial Services, an S-Corp specializing in group benefits such as health insurance, dental, group life, and disability. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-driven investment process with portfolio optimization and multiple management strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.
John W
Series 63
Auburn Hills, MI
OSAIC
John Wilkinson is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds the Series 63 designation and previously worked at Woodbury Financial Services and Kingsley Insurance. Outside of his advisory role, he is involved in the sale of health and life insurance products through WIKLUND AND BOND FINANCIAL SERVICES. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is known for its scale, affiliate network, and multi-advisor platform.
Anthony B
CFP®, Series 66
Auburn Hills, MI
OSAIC
Anthony Bonanni is a CFP® professional with seven years of industry experience, currently advising at Osaic Wealth. His prior roles include positions at Woodbury Financial Services, Alidade Capital, and PriceWaterhouseCoopers. Outside of financial advising, he owns an accounting and tax preparation practice focused on small businesses and serves as a board member on his local homeowners association’s long-range planning committee. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with discretionary and non-discretionary portfolio options and supports a broad range of advisory and brokerage services across multiple affiliated entities.
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