Kyle Wilhelm (CRD# 6066686) is an Investment Advisor Representative working at Switchpoint Financial Planning LLC in Lehi, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integris Wealth Management, LLC | Monterey, CA | Nov 2020 - Current | 3 |
| Rh Advisors, LLC | Farmington, UT | Aug 2018 - Nov 2020 | 2 |
| Rh Advisors, LLC | Farmington, UT | Aug 2018 - Nov 2020 | 2 |
| Rock House Financial, LLC | Farmington, UT | Apr 2015 - Nov 2020 | 5 |
| United Planners Financial Services | Scottsdale, AZ | Apr 2015 - Mar 2017 | 1 |
| Kcg Securities, LLC | Draper, UT | Aug 2012 - Mar 2015 | 2 |
| Knox Capital Advisors, LLC | Draper, UT | Aug 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- UT
-
Total Assets Under Management227MILLIONS
-
Total Number of Accounts472ACCOUNTS
-
Average Account Value$481,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ
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