Richard Wilson
Richard Wilson is a registered investment advisor at Osaic Institutions, INC., based in Meridiam, ID, with 27 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
1111 S Silverstone Way - 1st floor, Meridiam, ID, 83642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard works as a Wealth Advisor for Idaho Central Credit Union, dedicating minimal time to banking activities. He also works as an agent for Capitas, selling fixed life insurance products a few hours per week, and spends nearly full-time managing advisory clients as an IAR for PFG Advisors.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Advisory Services, LLC
Osaic Institutions, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial Corporation
LPL Financial CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.