Kyle David Wilhelm is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with SWITCHPOINT FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SWITCHPOINT FINANCIAL PLANNING LLC | 2021-09-29 | present | Yes |
| INTEGRIS WEALTH MANAGEMENT, LLC | 2021-01-04 | 2021-10-04 | — |
| ROCK HOUSE FINANCIAL | 2018-09-04 | 2020-11-25 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2018-02-27 | 2019-05-29 | — |
| SIMPLICITY WEALTH, LLC | 2017-03-17 | 2018-01-29 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2015-04-14 | 2017-03-16 | — |
| KNOX CAPITAL ADVISORS, LLC | 2014-04-21 | 2015-04-10 | — |