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
| Title | Operations Manager/Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2022 |