Landis Wiley (CRD# 5940982) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 12 years of experience in the finance industry. Landis Wiley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Basepoint Wealth, LLC | Cedar Rapids, IA | Oct 2017 - Current | 6 |
| Ameriprise Financial Services, Inc. | Cedar Rapids, IA | Mar 2016 - Oct 2017 | 1 |
| Principal Life Ins Co | Cedar Rapids, IA | Jun 2011 - Mar 2016 | 4 |
| Princor Financial Services Corp | Cedar Rapids, IA | Jun 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- IA
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Total Assets Under Management665MILLIONS
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Total Number of Accounts3,374ACCOUNTS
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Average Account Value$197,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NE, TX, WA, WI
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