Wilhelm Financial Services, Pllc

Wilhelm Financial Services, Pllc (CRD# 117504) is a financial advisory firm headquartered in , . They manage $80,354,304 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wilhelm Financial Services, Pllc
Showing 1 - 1 of 1 top financial advisors.
Bret D. Wilhelm
CRD#: 2503155
Olympia, WA

Bret Wilhelm (CRD# 2503155) is an Investment Advisor Representative working at Wilhelm Financial Services, Pllc in Olympia, WA and has over 22 years of experience in the finance industry. Bret Wilhelm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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