Kyle D. Wilhelm

SWITCHPOINT FINANCIAL PLANNING LLC

Lehi, UT 84043

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CRD#: 6066686

Professional summary

Kyle David Wilhelm, who also goes by Kyle Wilhelm, is a registered financial advisor currently at SWITCHPOINT FINANCIAL PLANNING LLC located in Lehi, Utah.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Wilhelm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle David Wilhelm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2021 - Present

SWITCHPOINT FINANCIAL PLANNING LLC

Office #1: 2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84043

RIA

CRD#: 282856

Lehi, UT

Past

January 4, 2021 - October 4, 2021

INTEGRIS WEALTH MANAGEMENT, LLC

RIA

CRD#: 111336

Fruit Heights, UT

Past

September 4, 2018 - November 25, 2020

ROCK HOUSE FINANCIAL

RIA

CRD#: 293909

FARMINGTON, UT

Past

February 27, 2018 - May 29, 2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

FARMINGTON, UT

Past

February 27, 2018 - May 29, 2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

FARMINGTON, UT

Past

March 17, 2017 - January 29, 2018

SIMPLICITY WEALTH, LLC

RIA

CRD#: 284785

CENTERVILLE, UT

Past

April 14, 2015 - March 16, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

FARMINGTON, UT

Past

April 9, 2015 - March 16, 2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

FARMINGTON, UT

Past

April 21, 2014 - April 10, 2015

KNOX CAPITAL ADVISORS, LLC

RIA

CRD#: 131000

DRAPER, UT

Past

February 5, 2013 - April 10, 2015

KCG SECURITIES, LLC

CRD#: 151300

DRAPER, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SWITCHPOINT FINANCIAL PLANNING LLC

CRD#: 282856 / SEC#: 801-125029

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2022 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(9/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/7/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2013

General Securities Representative Examination

Current Firm

SWITCHPOINT FINANCIAL PLANNING LLC

CRD#: 282856 / SEC#: 801-125029

RIA

Registered Investment Advisory firm - (5/13/2022 Approved)

Arizona

Registered Investment Advisory firm - (4/2/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2022 Terminated)

Utah

Registered Investment Advisory firm - (5/17/2022 Terminated)

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Contact information

Main Address

2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84043

Mailing Address

Phone number

(801) 753-8538

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWITCHPOINT FINANCIAL FORM ADV PART 2A (3/28/2025)

SWITCHPOINT FINANCIAL ADV PART 2B - WILHELM (3/28/2025)

SWITCHPOINT FINANCIAL ADV PART 2B - SWEENEY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	460
AUM (Assets Under Management)	$ 281,485,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle D. Wilhelm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle David Wilhelm's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRIS WEALTH MANAGEMENT, LLC

ROCK HOUSE FINANCIAL

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SIMPLICITY WEALTH, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

KNOX CAPITAL ADVISORS, LLC

KCG SECURITIES, LLC

Primary Firm SEC Registration

SWITCHPOINT FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/4/2013

Current Firm

SWITCHPOINT FINANCIAL PLANNING LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SWITCHPOINT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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