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Bret David Wilhelm

Manger/Member/Chief Compliance OfficerWilhelm Financial Services, PLLCCRD 2503155

About Bret David Wilhelm

Bret David Wilhelm is listed as Manger/Member/Chief Compliance Officer at Wilhelm Financial Services, PLLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wilhelm Financial Services, PLLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bret David Wilhelm work?

Bret David Wilhelm is listed as Manger/Member/Chief Compliance Officer at Wilhelm Financial Services, PLLC on SEC Form ADV.

How much of Wilhelm Financial Services, PLLC does Bret David Wilhelm own?

Form ADV reports a beneficial ownership band of Over 75%.

Wilhelm Financial Services, PLLC

TitleManger/Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2000
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