Operations Manager
Current
Sep 2021 - Present
AeroLeads people directory · profile
Kyle Wilhelm Email & Phone Number
Operations Manager
at
Switchpoint Financial Planning LLC
1 work email found
@switchpointfinancial.com
4 phones found area 269 and 586
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Operations Manager
Location
Kaysville, Utah, United States
Company size
Who is Kyle Wilhelm? Overview
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Quick answer
Kyle Wilhelm is listed as Operations Manager at Switchpoint Financial Planning LLC, a company with 3 employees, based in Kaysville, Utah, United States. AeroLeads shows a work email signal at switchpointfinancial.com, phone signal with area code 269, 586, and a matched LinkedIn profile for Kyle Wilhelm.
Kyle Wilhelm previously worked as Operations Manager at Integris Wealth Management and Director Of Operations at Rock House Financial.
Company email context
Email format at Switchpoint Financial Planning LLC
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{first}@switchpointfinancial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kyle Wilhelm. Compare company email patterns before reaching out.
Profile bio
About Kyle Wilhelm
Kyle Wilhelm is a Operations Manager at Switchpoint Financial Planning LLC. He possess expertise in life insurance, finance, investments, mutual funds, portfolio management and 2 more skills.
Listed skills include Life Insurance, Finance, Investments, Mutual Funds, and 3 others.
Current workplace
Kyle Wilhelm's current company
Company context helps verify the profile and gives searchers a useful next step.
Switchpoint Financial Planning Llc
8 roles
Kyle Wilhelm work experience
A career timeline built from the work history available for this profile.
Operations Manager
Nov 2020 - Aug 2021
Director Of Operations
Jan 2018 - Nov 2020
Chief Compliance Officer
Jan 2018 - Nov 2020
Financial Planning, Operations, And Investment Analyst
Apr 2015 - Dec 2017
Analyst
Knox Capital Group
My responsibilities during the time I was associated with Knox included life insurance underwriting, life insurance case design, life insurance case management, financial plan design, and advisor support. Many of the life insurance cases I worked on involved complex estate planning techniques which helped accelerate my knowledge of some of the more.
Aug 2012 - Apr 2015
Transition Coordinator
Platinum Wealth Management Group
As transition coordinator my main role was to facilitate the transfer of all client accounts from one broker/dealer to another. This included manual tracking of well over 500 accounts along with the associated paperwork. Additionally, I ensured that all compliance standards for the new broker/dealer were met in every required area. This position solidified.
Apr 2012 - Aug 2012
Boat Builder
North American Sailing Center
This was one of the most unique positions I have ever held. I was part of a very small team that constructed Star sailboats mainly for professional and Olympic sailors. I entered this position with zero knowledge of boat construction and worked my way to becoming highly proficient in advanced composite and finish techniques in a short amount of time. Many.
Aug 2009 - Apr 2012
FAQ
Frequently asked questions about Kyle Wilhelm
Quick answers generated from the profile data available on this page.
What company does Kyle Wilhelm work for?
Kyle Wilhelm works for Switchpoint Financial Planning LLC.
What is Kyle Wilhelm's role at Switchpoint Financial Planning LLC?
Kyle Wilhelm is listed as Operations Manager at Switchpoint Financial Planning LLC.
What is Kyle Wilhelm's email address?
AeroLeads has found 1 work email signal at @switchpointfinancial.com for Kyle Wilhelm at Switchpoint Financial Planning LLC.
What is Kyle Wilhelm's phone number?
AeroLeads has found 4 phone signal(s) with area code 269, 586 for Kyle Wilhelm at Switchpoint Financial Planning LLC.
Where is Kyle Wilhelm based?
Kyle Wilhelm is based in Kaysville, Utah, United States while working with Switchpoint Financial Planning LLC.
What companies has Kyle Wilhelm worked for?
Kyle Wilhelm has worked for Switchpoint Financial Planning Llc, Integris Wealth Management, Rock House Financial, Knox Capital Group, and Platinum Wealth Management Group.
Who are Kyle Wilhelm's colleagues at Switchpoint Financial Planning LLC?
Kyle Wilhelm's colleagues at Switchpoint Financial Planning LLC include James Sweeney, Cfa, Cfp®.
How can I contact Kyle Wilhelm?
You can use AeroLeads to view verified contact signals for Kyle Wilhelm at Switchpoint Financial Planning LLC, including work email, phone, and LinkedIn data when available.
What skills is Kyle Wilhelm known for?
Kyle Wilhelm is listed with skills including Life Insurance, Finance, Investments, Mutual Funds, Portfolio Management, Financial Analysis, and Financial Planning.
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