Wilhelm Financial Services, Pllc
Wilhelm Financial Services, Pllc (CRD# 117504) is a financial advisory firm headquartered in , . They manage $99,121,045 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management99MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$2,065,022
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bret Wilhelm (CRD# 2503155) is an Investment Advisor Representative working at Wilhelm Financial Services, Pllc in Olympia, WA and has over 23 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.