Unclaimed Profile

Kyle David Wilhelm

SWITCHPOINT FINANCIAL PLANNING LLC·LEHI, Utah

SIE, Series 7, Series 66Clean record12 years registeredSWITCHPOINT FINANCIAL PLANNING LLC

2901 W BLUEGRASS BLVD, LEHI, UT 84043CRD# 6066686Firm CRD# 282856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle David Wilhelm · LEHI, UT

Registration

CRD #6066686 · SWITCHPOINT FINANCIAL PLANNING LLC · 12 years registered

Brand Profile

Not yet started

Career History

SWITCHPOINT FINANCIAL PLANNING LLC

Sep 2021 – present

INTEGRIS WEALTH MANAGEMENT, LLC

Jan 2021 – Oct 2021

Fruit Heights, UT

ROCK HOUSE FINANCIAL

Sep 2018 – Nov 2020

FARMINGTON, UT

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Feb 2018 – May 2019

FARMINGTON, UT

SIMPLICITY WEALTH, LLC

Mar 2017 – Jan 2018

CENTERVILLE, UT

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Apr 2015 – Mar 2017

FARMINGTON, UT

KNOX CAPITAL ADVISORS, LLC

Apr 2014 – Apr 2015

DRAPER, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 21, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SWITCHPOINT FINANCIAL PLANNING LLC

CRD 282856 · SEC 801-125029

AUM

$227M

Regulatory assets under management

Employees

472 client accounts

Services offered by SWITCHPOINT FINANCIAL PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SWITCHPOINT FINANCIAL PLANNING LLC →

Introduction

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LEHI?

Browse all registered financial advisors in LEHI, Utah or claim this profile if it's yours.

Browse LEHI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kyle David Wilhelm offer?

Kyle David Wilhelm specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.

What are Kyle David Wilhelm's credentials?

Kyle David Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle David Wilhelm located?

Kyle David Wilhelm is based in LEHI, Utah, working with SWITCHPOINT FINANCIAL PLANNING LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does Kyle David Wilhelm charge for services?

Kyle David Wilhelm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SWITCHPOINT FINANCIAL PLANNING LLC?

SWITCHPOINT FINANCIAL PLANNING LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →