Advisor at Osaic Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Osaic Advisory Services, LLC
Location
Meridian, ID 83642
Credentials
Series 63, Series 65
Industry experience
27 years
Richard Wilson is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise, First Interstate Bank, LPL Financial, and Securities America, Inc. Outside of advisory services, he is involved as a Wealth Advisor with Idaho Central Credit Union. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets and serving a diverse client base including individuals, charities, corporations, retirement plans, and institutions. The firm’s representative-driven model offers both discretionary and non-discretionary portfolio management, utilizing a wide range of investment products and platforms.
Based on Osaic Advisory Services, LLC
Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth clients
$0+: Negotiable, maximum up to 2.50% annually for Advisory Representative Managed Account Programs (Ally and Counsel Programs) with flat, linear, or tiered billing options $0+: Up to 3.00% annually for Plan Participant Retirement Program (management fee on total assets, fixed percentage or tiered fee schedule) $0+: Retirement Plan Consulting Services: Fixed fees $1,000 - $100,000; Hourly fees $50 - $300 per hour; Basis points up to 1.25% (125 basis points)
Advisory Representatives may receive commissions through Osaic Wealth when selling securities or insurance products; commissions are separate from advisory fees
Hourly fees for financial planning/consulting generally range from $0 to $750 per hour
Minimum fee: Minimum service fee which is the greater of $30 or up to 0.15% annually assessed to the advisor per account Fee-only: Financial planning and consulting services charged on hourly or fixed fee basis; hourly fees range $0 - $750 per hour; fixed fees generally up to $25,000 but can exceed for high net worth individuals
1111 S. Silverstone Way, Suite 120
Meridian, ID 83642
Idaho
OSAIC Institutions, Inc.
2025 - Present (1 year)
OSAIC Advisory Services, LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
PFG Advisors
2024 - 2025 (1 year)
Securities America, Inc.
2024 - 2024 (1 year)
Ameriprise
2020 - 2024 (4 years)
First Interstate Bank
2017 - 2020 (3 years)
LPL Financial
2017 - 2020 (3 years)
Umpqua Investments, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
Series 66
Eagle, ID
GPWM Advisors LLC
CFP®, Series 65
Boise, ID
Table Rock Financial Planning
CFP®, Series 63, Series 66
Eagle, ID
Ford Investment Counsel LLC
Series 63, Series 65
Boise, ID
Integrated Financial Management, LLC
Series 65
Boise, ID
JCO Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")