Kyle Wilhelm, financial advisor Farmington UT
89 score

Kyle Wilhelm

CRD Number: 6066686
Current Firm: United Planners' Financial Services Of America A Limited Partner

Kyle Wilhelm (CRD# 6066686) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Farmington, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Apr 2015 - Current 2
Bob Aamodt Inc. Farmington, UT Apr 2015 - Current 2
Kcg Securities, LLC Draper, UT Aug 2012 - Mar 2015 2
Knox Capital Advisors, LLC Draper, UT Aug 2012 - Mar 2015 2
Platinum Wealth Management Group, Inc. Sterling Heights, MI Apr 2012 - Aug 2012 < 1
North American Sailing Center Richland, MI Aug 2009 - Apr 2012 2
Gull Lake Country Club Richland, MI Jun 2009 - Aug 2009 < 1
Western Michigan University Kalamazoo, MI Oct 2008 - Jun 2009 < 1
Petco Animal Supplies Portage, MI Nov 2007 - Oct 2008 < 1
Western Michigan University Kalamazoo, MI Aug 2007 - Nov 2007 < 1
Harrison Marine, Inc. Harrison Twp., MI May 2007 - Aug 2007 < 1
Western Michigan University Kalamazoo, MI Aug 2006 - May 2007 < 1
Harrison Marine, Inc. Harrison Twp., MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Kyle D. Wilhelm
Phone Number: 480-991-0225
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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