About
Registered Representative of Osaic Institutions, Inc.
Aaron Williamson is the Wealth Team Program Manager and brings a 30-year financial services career in sales leadership, relationship management, and experience supporting financial advisory services. He supports Wealth Advisors in serving successful individuals and business owners, with an emphasis on coordinating lending, investment, trust, and risk management considerations as part of broader financial planning discussions.
At a Glance
Here’s how this role supports the Private Wealth team.
Experience
- 30 years in financial services
- Leadership roles including Managing Director, Agent, and Private Banker
Planning & Strategy
- Program leadership and planning support for Private Wealth Advisors
- Coordination across lending, investment, trust, and risk management considerations
- Support for integrated planning discussions and client strategy alignment
- Development of planning processes and internal advisor resources
- Collaboration with advisors and external professionals as part of the client experience
Credentials
- MBA, Northwest Nazarene University
- B.S. in Economics and Political Science from the University of Idaho
- Certified Wealth Strategist® (CWS®), Cannon Financial Institute
- Fundamentals of Alternative Investments (FAI) Certificate
- Licensed Securities Agent (FINRA Series 7)
- Investment Adviser Representative (FINRA Series 65)
- Licensed Securities Agent (FINRA Series 63)
- Life and Disability insurance license
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Securities offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, Inc., each a registered investment adviser. ICCU Wealth Management is a trade name of Idaho Central Credit Union (“ICCU”). Osaic Institutions, Inc. and Osaic Advisory Services, LLC are not affiliated with ICCU. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
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