Kyle David Wilhelm
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kyle Wilhelm
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
SWITCHPOINT FINANCIAL PLANNING LLC
Contact Information
Main Address
2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84048Phone Number
(801) 753-8538# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
525AUM (Assets Under Management)
$367,109,076Similar Advisors
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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.
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Primary Firm SEC Registration
SWITCHPOINT FINANCIAL PLANNING LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kyle David Wilhelm's CRS (Customer Relationship Summary).
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