Basepoint Wealth, LLC

Basepoint Wealth, LLC (CRD# 289538) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $665,071,268 in 3,374 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
4144 Golf Street Ne, Cedar Rapids, IA 52402
https://www.linkedin.com/company/basepointwealth
By the Numbers
  • Total Assets Under Management
    665
    MILLION
  • Total Number of Accounts
    3,374
    ACCOUNTS
  • Average Account Value
    $197,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NE, TX, WA, WI

Financial Advisors at Basepoint Wealth, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Shayne Boles, financial advisor Cedar Rapids IA
Shayne M. Boles
CRD#: 6741219
4144 Golf Street Ne, Cedar Rapids, IA 52402

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.

2
Scott Cooley, financial advisor Cedar Rapids IA
Scott M. Cooley
CRD#: 6011648
4144 Golf Street Ne, Cedar Rapids, IA 52402

Scott Cooley (CRD# 6011648) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 11 years of experience in the finance industry.

3
Aaron Epstein, financial advisor Cedar Rapids IA
Aaron C. Epstein
CRD#: 6743958
4144 Golf Street Ne, Cedar Rapids, IA 52402

Aaron Epstein (CRD# 6743958) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 5 years of experience in the finance industry.

4
Bryan Knudson, financial advisor Cedar Rapids IA
Bryan J. Knudson
CRD#: 4642319
4144 Golf Street Ne, Cedar Rapids, IA 52402

Bryan Knudson (CRD# 4642319) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.

5
Katherine Kula, financial advisor Cedar Rapids IA
Katherine E. Kula
CRD#: 5919392
4144 Golf Street Ne, Cedar Rapids, IA 52402

Katherine Kula (CRD# 5919392) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.

6
Keith Pochobradsky, financial advisor Cedar Rapids IA
Keith C. Pochobradsky
CRD#: 5408024
4144 Golf Street Ne, Cedar Rapids, IA 52402

Keith Pochobradsky (CRD# 5408024) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 16 years of experience in the finance industry.

7
Kirk Sadilek, financial advisor Cedar Rapids IA
Kirk A. Sadilek
CRD#: 3104096
4144 Golf Street Ne, Cedar Rapids, IA 52402

Kirk Sadilek (CRD# 3104096) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 25 years of experience in the finance industry.

8
Kathryn Wallace, financial advisor Cedar Rapids IA
Kathryn M. Wallace
CRD#: 4641895
4144 Golf Street Ne, Cedar Rapids, IA 52402

Kathryn Wallace (CRD# 4641895) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.

9
William Wallace, financial advisor Cedar Rapids IA
William A. Wallace
CRD#: 4233166
4144 Golf Street Ne, Cedar Rapids, IA 52402

William Wallace (CRD# 4233166) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 23 years of experience in the finance industry.

10
Landis Wiley, financial advisor Cedar Rapids IA
Landis T. Wiley
CRD#: 5940982
4144 Golf Street Ne, Cedar Rapids, IA 52402

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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