Bryan Keith Wilhelm
Investment Adviser Representative at Missionsquare Retirement
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Keith Wilhelm is an investment adviser representative in Las Vegas, NV, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2003 and have been registered with 7 firms, including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, California, Nevada, and Utah.
Registrations & licenses
- Investment adviser:
- Arizona, California, Nevada, Utah
- Broker:
1 state or territory
Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyMay 2016 – Mar 2020Las Vegas, NV
- Morgan Stanley Private BANK, N.A.Jun 2016 – Mar 2020New York, NY
- Morgan StanleySep 2016 – Mar 2020Las Vegas, NV 89134, NV
- UnemployedApr 2020 – Feb 2021Las Vegas, NV
- ICMA-RC Services, LLCMar 2021 – no end date reportedWashington, DC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Missionsquare Retirement
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0005
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 132
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Washington, DC
- SEC file number:
- 801-18273
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Missionsquare Retirement
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Keith Wilhelm has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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