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Kyle David Wilhelm

Operations Manager/Chief Compliance OfficerSwitchpoint Financial Planning LLCCRD 6066686

About Kyle David Wilhelm

Kyle David Wilhelm is listed as Operations Manager/Chief Compliance Officer at Switchpoint Financial Planning LLC in Lehi, UT. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Switchpoint Financial Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kyle David Wilhelm work?

Kyle David Wilhelm is listed as Operations Manager/Chief Compliance Officer at Switchpoint Financial Planning LLC on SEC Form ADV.

How much of Switchpoint Financial Planning LLC does Kyle David Wilhelm own?

Form ADV reports a beneficial ownership band of 10-25%.

Switchpoint Financial Planning LLC

TitleOperations Manager/Chief Compliance Officer
Ownership10-25%
Control personYes
Since2022
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