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).
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Total Assets Under Management665MILLION
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.