Basepoint Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
Basepoint Wealth
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Basepoint Wealth employees and management.
| Basepoint Wealth Website | basepointwealth.com |
| Social Links |   |
| Phone Number | 319-826-1898 |
| Industries | |
| Basepoint Wealth Headquarters address | 4144 Golf St NE, Cedar Rapids, Iowa, 52402 US |
| Company Size | 10-50 employees |
| Specialties | Financial Planning, Wealth Management, Independent Advice, Investment Management, Fiduciary, Fee-Only, Tax and Accounting, Employer Sponsored Retirement Plans, Private Foundations, Retirement Planning, Income Planning, Tax Planning, High Net Worth Clients |
| Founded | 2017 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-07-30 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Length of Employment
Basepoint Wealth's workforce includes employees across a wide range of tenure levels.
40% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 yearsContact top employees from
Basepoint Wealth
Kate WallacePresident
Bryan KnudsonPartner // Senior Wealth Advisor
Katherine KulaDirector Of Operations, Chief Compliance Officer
Shayne BolesWealth Advisor
Landis WileyPartner // Director Of Business Development
Ryan WatermillerWealth Advisor
Kirk SadilekSenior Wealth Advisor
Tegan EarsaClient Concierge
KC PochobradskyWealth Advisor
Shelley WoodsDirector Of Marketing And Public Relations
Jordan HolmesClient Service Associate
Andrew MongAssociate Portfolio Manager
Jeff JenningsOperations Specialist
Jake BrandtOperations and Engagement Manager
Ryan TurnerAssociate Wealth Advisor
Tia HeiresClient Services Associate
Companies Similar to Basepoint Wealth
Basepoint Wealth Corporate Information: FAQ
Basepoint Wealth operates in the Finance industries. More details can be found on the official website: basepointwealth.com.
Basepoint Wealth has offices located in Cedar Rapids, US.
The headquarters of Basepoint Wealth are located in Cedar Rapids, United States.
You can contact Basepoint Wealth by phone at 319-826-1898.
Basepoint Wealth currently employs 10-50 people.
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