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Oliver Ibarra
Wealth Advisor
Southeast Idaho
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Chris Morin
Wealth Advisor
Spokane/CDA
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Brett Buckley
Wealth Advisor
Magic Valley
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Rizwan Bukhari
Wealth Advisor
Boise
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Sean Meldrum
Wealth Advisor
Boise
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Jenni Foster
Wealth Advisor
Boise
Check the background of the associated investment professionals on FINRA’S BrokerCheck.
Have more complex financial needs?
For members with more advanced planning and financial situations, our Private Wealth Advisors provide comprehensive, long‑term planning support.
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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.
Contact Us
Have questions? Feel free to contact our Wealth Advisors to get started today! We love questions!
(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