Broker Check
Craig M. WiklundSenior Partner, Financial Advisor ChCF, CLU

Craig M. Wiklund
Senior Partner,
Financial Advisor ChCF, CLU

Craig’s primary business objective is to help each and every client meet their financial goals with confidence and integrity. He draws upon 30 years of experience to customize client portfolios to include a variety of strategic investment options including investments, estate planning and legacy building to produce plans which take into account the investment style and needs of each client.

Craig is also actively involved in creating life, health and disability insurance packages for area businesses. Offering the highest level of expertise and customer care, he takes the guess work out of the insurance maze.

Commitment and stability are a part of who Craig is. This is best exemplified by his 30 year marriage to wife, Gayla. Together, they are deeply invested in the lives of their children, six grandchildren, friends and family. They enjoy serving together at Kensington Community Church and make Oakland Township their home.

Credentials, Memberships & Associations
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)

Education
• B.B.A. in Finance, Michigan State University
• Wharton Certificate in Retirement Planning, University of Pennsylvania