KD
Kyle David Wilhelm
CRD 6066686
Firms
| Firm | Role | As of |
|---|---|---|
| Switchpoint Financial Planning Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Switchpoint Financial Planning Llc
Operations Manager/Chief Compliance Officer · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗