Basepoint Wealth Information
Contact top employees from
Basepoint Wealth
Summary
The company currently specializes in the Financial Services area. To connect with Basepoint Wealth employee register on SignalHire.
Organization Website | basepointwealth.com |
Social Links |   |
Phone Number | 319-826-1898 |
Industries | |
Headquarters Location | 4144 Golf St NE, Cedar Rapids, Iowa, 52402 US |
Employees 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 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Basepoint Wealth shows a diverse range of experience levels:
13% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years50% for 5–7 years13% for 8–10 yearsContact top employees from
Basepoint Wealth
Kate Wallace
President
Bryan Knudson
Partner // Senior Wealth Advisor
Katherine Kula
Director Of Operations, Chief Compliance Officer
Shayne Boles
Wealth Advisor
Landis Wiley
Partner // Director Of Business Development
Ryan Watermiller
Wealth Advisor
Kirk Sadilek
Senior Wealth Advisor
Tegan Earsa
Client Concierge
KC Pochobradsky
Wealth Advisor
Shelley Woods
Director Of Marketing And Public Relations
Marci Flanagan
Director of First Impressions
Scott Cooley
Senior Wealth Advisor
Allen Wallace
Chief Investment Officer
Kamryn Smith
Client Service Associate
John Carstensen
Associate Financial Analyst
Jordan Holmes
Client Service Associate
Andrew Mong
Associate Financial Analyst
Jeff Jennings
Operations Specialist
Jake Brandt
Operations and Engagement Manager
Madison Jenkins
Client Services Advisor
Kathy Walvoord
Client Service Associate
Ryan Turner
Associate Wealth Advisor
Tia Heires
Client Services Associate
Companies Similar to Basepoint Wealth
FAQ
Basepoint Wealth operates in the Finance industries. More details can be found on the official website: basepointwealth.com.
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.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
