Shayne Boles (CRD# 6741219) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 6 years of experience in the finance industry.
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 | Jan 2017 - Current | 7 |
Basepoint Wealth, LLC | Cedar Rapids, IA | Oct 2017 - Jun 2018 | < 1 |
Ameriprise Financial | Cedar Rapids, IA | Jan 2017 - Oct 2017 | < 1 |
City Of Bettendorf | Bettendorf, IA | Aug 2016 - Dec 2016 | < 1 |
University Of Iowa Recreational Services | Iowa City, IA | Jan 2016 - Jul 2016 | < 1 |
Hyvee | Iowa City, IA | Sep 2015 - Dec 2015 | < 1 |
Starbucks Coffee Company | Davenport, IA | Jun 2015 - Sep 2015 | < 1 |
University Of Iowa Recreational Services | Iowa City, IA | Aug 2014 - May 2015 | < 1 |
Unemployed | Iowa City, IA | Aug 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- IA
- TX
-
Total Assets Under Management665MILLIONS
-
Total Number of Accounts3,374ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.