About
Registered Representative of Osaic Institutions, Inc.
Rizwan (“Riz”) Bukhari has 15 years of experience helping clients build financial confidence through personalized planning and disciplined strategies. He focuses on retirement planning, investment management, and holistic guidance tailored to each client’s goals. Riz previously served as a Private Banker, where he was recognized for leadership and client service. He excels at building long-term relationships and simplifying complex subjects.
Your Advisor at a Glance
Here’s what you can count on when working with your advisor.
Experience
- Private Banker – Wells Fargo Bank (2011–2022)
- Golden Spoke Award for leadership and client service
- Recognized nationally with the Golden Spoke Award (top ~1–3% of employees)
- Recipient of the Challenge Coin Award for exceptional client service
- 15 years in financial services
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.B.A. in Accounting & Finance
- B.A. in Economics
- Licensed Securities Agent (FINRA Series 7)
- Licensed Securities Agent (FINRA Series 6)
- Licensed Securities Agent (FINRA Series 63)
- Investment Adviser Representative (FINRA Series 65)
- Life & Variable Life 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.
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