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Kyle David Wilhelm

Switchpoint Financial Planning LLC

Lehi, UT

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Current Employers
Switchpoint Financial Planning Llc

2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-09-29
  • UT RA
    APPROVED
    Since 2021-09-29

Branch Locations

2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners Financial Services Scottsdale AZ 04/2015 03/2017
Rock House Financial, Llc Farmington UT 04/2015 11/2020
Rh Advisors, Llc Farmington UT 08/2018 11/2020
Rh Advisors, Llc Farmington UT 08/2018 11/2020
Integris Wealth Management, Llc Monterey CA 11/2020 Present
  • 04/2015 → 03/2017
    United Planners Financial Services
    Scottsdale, AZ
  • 04/2015 → 11/2020
    Rock House Financial, Llc
    Farmington, UT
  • 08/2018 → 11/2020
    Rh Advisors, Llc
    Farmington, UT
  • 08/2018 → 11/2020
    Rh Advisors, Llc
    Farmington, UT
  • 11/2020 → Present
    Integris Wealth Management, Llc
    Monterey, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-07
  • S66 Uniform Combined State Law Examination
    2013-09-07
Other Names
  • Kyle Wilhelm

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

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