Address : 4144 Golf St NE, Cedar Rapids, Iowa 52402-5750, United States
Phone Number : +1-319-826-1898
Industries : Financial Services, Investment Management
Website : basepointwealth.com
Company Description
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 develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions.We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.
Specialities
- Financial Planning
- Independent Advice
- Fiduciary
- Financial Services
- Wealth Management
- Investment Management
- Feeonly
Financial
Employees Total : 19
Miscellaneous
Founded in : 2017
Twitter : basepointwealth
Facebook : basepointwealth
Linkedin : basepointwealth
Customer Relationship Management : Salesforce
Email Marketing : Constant Contact
Email Providers : Outlook
Tech : MailChimp SPF
Hosting : Google Cloud Hosting
CMS : Wix
Last Updated : 2023-11-19
Employees
- Kirk Sadilek ( Senior Wealth Advisor )
- Aaron Epstein ( Associate Wealth Advisor )
- Landis Wiley ( Partner // Director Of Business Development )
- Shelley Woods ( Director Of Marketing And Public Relations )
- Shayne Boles ( Associate Wealth Advisor )
- John Carstensen ( Associate Financial Analyst )
- Allen Wallace ( Chief Investment Officer )
- Scott Cooley ( Wealth Manager )
- Jeff Jennings ( Operations Specialist )
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