Bret Wilhelm has been Manger/Member/Chief Compliance Officer of Wilhelm Financial Services, PLLC since November 2000, is a control person of the firm and directly owns 75% or more of it.
Wilhelm Financial Services, PLLC is a firm with $171M under management, 7 clients and 1 adviser in one office, as of its March 2026 filing.
- – present · 25 yearsOlympia, WA · Adviser representative · Firm CRD 117504
Investment adviser representative registrations
Bret Wilhelm is registered as an investment adviser representative in Washington, since January 2001.
- WashingtonSince 4 January 2001
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 June 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 June 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bret David Wilhelm
- CRD
- 2503155
- Firm
- Wilhelm Financial Services, PLLC · CRD 117504
- Role
- Manger/Member/Chief Compliance Officer
- Office
- Olympia, WA
- Registration
- Investment adviser registration
- In the industry since
- January 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Bret Wilhelm work?
Bret Wilhelm has been Manger/Member/Chief Compliance Officer of Wilhelm Financial Services, PLLC since November 2000, and is a control person of the firm.
Is Bret Wilhelm a financial advisor?
Yes. Bret Wilhelm has a current investment-adviser registration in Washington, through Wilhelm Financial Services, PLLC since January 2001.
How many years of experience does Bret Wilhelm have?
Bret Wilhelm has 25 years in the financial industry, since January 2001, across 1 adviser firm.
What exams has Bret Wilhelm passed?
Bret Wilhelm has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1994.
Where is Bret Wilhelm based?
Bret Wilhelm’s registered office is in Olympia, WA.
Is Bret Wilhelm registered with FINRA?
No. Bret Wilhelm has no current broker registration.
How can I verify Bret Wilhelm’s record?
Search CRD 2503155 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bret Wilhelm’s full registration record.