Aaron Loyal Williamson
Investment adviser representative at Osaic Advisory Services, LLC
9 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Advisory Services, LLCNov 2025 to now
- Osaic Institutions, Inc.Nov 2025 to now
- Pfg AdvisorsJun 2025 to Nov 2025
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Mar 2024 to Jun 2024
- Ameriprise Financial Services, LLCMar 2020 to Nov 2025
- Key BankSep 2019 to Sep 2023
- Idaho Trust BankSep 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, ID).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2766329
- Firm CRD
- 171070