Basepoint Wealth Information
Contact top employees from
Basepoint Wealth
Summary
Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to deve...Show more
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 4 quarter 2025
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 yearsEx-employees positions
In Company
In New Company
Contact 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
Madison Jenkins
Client Services Advisor
Kathy Walvoord
Client Service Associate
Ryan Turner
Associate Wealth Advisor
Tia Heires
Client Services Associate
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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.
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