Bret David Wilhelm
Investment adviser representative at Wilhelm Financial Services, Pllc
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$171.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Wilhelm Financial Services, PllcJan 2001 to now
- Wilhelm Financial ServicesNov 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wilhelm Financial Services, Pllc
$171.3MAssets managed
7Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2503155
- Firm CRD
- 117504