BW
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Bryan Keith Wilhelm

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Missionsquare Retirement
April 2021 - Present · 4 yrs 10 mos
Missionsquare Investment Services
March 2021 - Present · 4 yrs 11 mos
Missionsquare Investment ServicesBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Morgan Stanley
July 2016 - March 2020 · 3 yrs 8 mos
Morgan StanleyBroker
June 2016 - March 2020 · 3 yrs 9 mos
Scottrade, INC.Broker
March 2016 - April 2016 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - January 2016 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - January 2016 · 8 yrs 3 mos
U.S. Bancorp Investments, INC.
April 2005 - April 2007 · 2 yrs
U.S. Bancorp Investments, INC.Broker
April 2005 - April 2007 · 2 yrs
H&r Block Financial Advisors, INC.
March 2004 - April 2005 · 1 yr 1 mo
H&r Block Financial Advisors, INC.Broker
March 2004 - April 2005 · 1 yr 1 mo
UBS Financial Services INC.
January 2003 - April 2004 · 1 yr 3 mos
UBS Financial Services INC.Broker
January 2003 - April 2004 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
June 2001 - October 2002 · 1 yr 4 mos
State Registrations4 states
AZCANVUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.