About
Registered Representative of Osaic Institutions, Inc.
Bob Wilson has 30 years of experience in the financial services and trust industry. He works with clients on investment and planning needs and brings familiarity with fiduciary standards, service expectations, and long-term relationship management. Bob’s approach emphasizes clear communication and disciplined guidance aligned to client goals.
Your Advisor at a Glance
Here’s what you can count on when working with your advisor.
Experience
- 30 years of experience in the financial services and trust industry
Financial Solutions
- Financial planning and goal-based advice
- Retirement planning strategies
- Investment management and portfolio construction
- Philanthropy and charitable giving
- Annuities and insurance-based strategies (where licensed/appropriate)
- Tax-aware strategies and legacy/estate planning coordination (in partnership with attorneys/CPAs)
Credentials
- B.S. in Business Administration from the University of Montana
- Securities Licenses
- Licensed Securities Agent (FINRA Series 7)
- Licensed Securities Agent (FINRA Series 63)
- Investment Adviser Representative (FINRA Series 65)
- Supervising Principal (FINRA Series 24)
- Chartered Retirement Planning Counselor (CRPC)
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.
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