Private Wealth Advisors
Private Wealth Advisors are registered representatives of Osaic Institutions, Inc. Investment and advisory services through ICCU Wealth Management in partnership with Osaic Institutions, Inc.
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Bob Wilson
Private Wealth Advisor
Market ManagerBoise
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Rick Wilson
Private Wealth Advisor
Market ManagerBoise
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Private Wealth Team
Advanced planning, program leadership, and advisor support. The Wealth Management Program Manager is a registered representative of Osaic Institutions, Inc.
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Aaron Williamson
Wealth Management Program Manager
Treasure Valley
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Christina Fout
Senior Advanced Planner
Treasure Valley
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Connect With a Private Wealth Advisor
Have questions or want to start a conversation? Our Private Wealth Advisors are your primary point of contact and can help determine the right next step based on your needs.
(208) 519-5847
Monday-Friday: 8:30am-5:30pm MT
icwm@iccuwealth.com
About Osaic Institutions, Inc.
Osaic Institutions, Inc. is one of the nation’s premier independent broker‑dealers, supporting financial institutions with access to institutional‑grade research, advanced investment platforms, and a wide array of investment products. Through this partnership, ICCU Wealth Advisors can offer members expanded investment opportunities and sophisticated strategies designed to support a wide range of financial goals.
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.
OSAIC Institutions and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
FINRA Registered Branch Office: 1111 S Silverstone Way 5th Floor, Meridian, ID 83642