Jim Wilhelm, Financial Advisor

FINANCIAL ADVISOR
Jim Wilhelm

CFP®, ABFP™, AAMS™
6480 Citation Drive Suite D, Clarkston, MI 48346opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Tena Richie
    Branch Office Administrator
  • Lisa Hanigan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(248) 625-1232

Fax

(866) 462-6282

Office Address

6480 Citation Drive Suite D
Clarkston, MI 48346opens in a new window

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