Kyle David Wilhelm
Investment adviser representative at Switchpoint Financial Planning LLC
11 yearsExperience
1 stateRegistered in
$367.1MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Switchpoint Financial Planning LLCSep 2021 to now
- Integris Wealth Management, LLCNov 2020 to now
- Rh Advisors, LLCAug 2018 to Nov 2020
- Rock House Financial, LLCApr 2015 to Nov 2020
- United Planners Financial ServicesApr 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Switchpoint Financial Planning LLC
$367.1MAssets managed
102Clients
2Advisers
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
- 6066686
- Firm CRD
- 282856