Bryan K. Wilhelm
Professional summary
Bryan Keith Wilhelm, who also goes by Bryan Keith Wilhelm, Bryan Wilhelm, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Las Vegas, Nevada and MISSIONSQUARE INVESTMENT SERVICES located in Las Vegas, Nevada.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bryan has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Keith Wilhelm's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2021 - Present
MISSIONSQUARE RETIREMENT
March 31, 2021 - Present
MISSIONSQUARE INVESTMENT SERVICES
July 5, 2016 - March 6, 2020
MORGAN STANLEY
June 29, 2016 - March 6, 2020
MORGAN STANLEY
March 31, 2016 - April 27, 2016
SCOTTRADE, INC.
October 30, 2007 - January 4, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 29, 2007 - January 4, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 19, 2005 - April 4, 2007
U.S. BANCORP INVESTMENTS, INC.
April 18, 2005 - April 4, 2007
U.S. BANCORP INVESTMENTS, INC.
March 31, 2004 - April 4, 2005
AMERIPRISE ADVISOR SERVICES, INC.
March 31, 2004 - April 4, 2005
AMERIPRISE ADVISOR SERVICES, INC.
January 14, 2003 - April 21, 2004
UBS FINANCIAL SERVICES INC.
January 13, 2003 - April 21, 2004
UBS FINANCIAL SERVICES INC.
June 28, 2001 - October 30, 2002
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/21/2021)
(4/1/2021)
(4/7/2021)
(4/20/2021)
(6/3/2022)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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