Richard Omar Wilson

Current Employers

Employment History

• 04/2015 → 08/2017
  Umpqua Investments, Inc.
  Richland, OR
• 08/2017 → 05/2020
  First Interstate Bank
  Bend, OR
• 08/2017 → 05/2020
  Lpl Financial Llc
  Bend, OR
• 05/2020 → 03/2024
  Ameriprise Financial Services, Llc
  Boise, ID
• 03/2024 → 06/2024
  Securities America, Inc.
  Meridian, ID
• 03/2024 → 11/2025
  Pfg Advisors
  Meridian, ID
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Meridian, ID
• 11/2025 → Present
  Osaic Institutions, Inc.
  Meridian, CT
• 11/2025 → Present
  Osaic Advisory Services, Llc
  Meridian, ID

Previous Registrations

• 2024-03-15 → 2025-11-10
  Pfg Advisors
  Meridian, ID
• 2020-05-19 → 2024-03-27
  Ameriprise Financial Services, Llc
  Boise, ID
  Meridian, ID
• 2017-08-01 → 2020-06-04
  Lpl Financial Llc
  Bend, OR
  Bend, OR
  Salt Lake City, UT
• 2015-04-01 → 2017-08-02
  Steward Partners Investment Solutions, Llc
  Kennewick, WA
• 2012-03-21 → 2015-04-02
  U.S. Bancorp Investments, Inc.
  Benton City, WA
  Wenatchee, WA
  Royal City, WA
  Kennewick, WA
  Moses Lake, WA
  Othello, WA
  Ephrata, WA
  Tonasket, WA
  Walla Walla, WA
  Pasco, WA
  Warden, WA
  Richland, WA
  Richland, WA
  Kennewick, WA
  Prosser, WA
  Moses Lake, WA
  Ephrata, WA
  Royal City, WA
  Warden, WA
  Kennewick, WA
  Pasco, WA
  Wenatchee, WA
  Othello, WA
  Tonasket, WA
• 2010-09-30 → 2012-04-19
  Lpl Financial Llc
  Fort Mill, SC
  Richland, WA
  Richland, WA
  Walla Walla, WA
  Walla Walla, WA
  Walla Walla, WA
  Wenatchee, WA
  West Richland, WA
• 2009-10-05 → 2010-10-07
  Cuso Financial Services, L.P.
  Pasco, WA
  San Diego, CA
  West Richland, WA
  Richland, WA
  Richland, WA
  Kennewick, WA
  Kennewick, WA
• 2007-07-20 → 2009-10-13
  Lpl Financial Llc
  Missoula, MT
  Missoula, MT
  Fort Mill, SC
  Missoula, MT
• 2006-06-01 → 2007-07-23
  Wells Fargo Investments, Llc
  Missoula, MT
  Missoula, MT
• 2004-07-20 → 2006-06-05
  Banc Of America Investment Services, Inc.
  Coeur D'ALene, ID
  Coeur D'ALene, ID
• 2003-02-14 → 2004-07-28
  Wells Fargo Investments, Llc
  Spokane, WA
• 2002-05-16 → 2003-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richland, WA

Other Businesses

1.)***DBA - Idaho Central Wealth Management ***IDAHO CENTRAL CREDIT UNION POSITION: Wealth Advisor NATURE: Banking INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2020 ADDRESS: PO Box 2469, Pocatello ID 83206 DESCRIPTION: Banking

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-01
• S65 Uniform Investment Adviser Law Examination
  1998-07-01

Other Names

• Rick O Wilson
• Richard Wilson
• Rick Wilson