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
| Title | Manger/Member/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2000 |