Bryan Keith Wilhelm
Investment adviser representative at Missionsquare Retirement
10 yearsExperience
4 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business
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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.
- Portfolio management
Experience
10 years in the industry.
- Missionsquare RetirementApr 2021 to now
- Icma-rc Services, LLCMar 2021 to now
- UnemployedApr 2020 to Feb 2021
- Morgan Stanley Private Bank, N.A.Jun 2016 to Mar 2020
- Morgan StanleyMay 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NV, UT).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 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
- 4372749
- Firm CRD
- 108783