Basepoint Wealth

Basepoint Wealth

Financial Services, 4144 Golf St Ne, Cedar Rapids, Iowa, 52402, United States, 11-50 Employees

basepointwealth.com

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Who is BASEPOINT WEALTH

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 sta...

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  • 4144 Golf St Ne, Cedar Rapids, Iowa, 52402, United States Headquarters: 4144 Golf St Ne, Cedar Rapids, Iowa, 52402, United States
  • 2017 Date Founded: 2017
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Basepoint Wealth Org Chart and Mapping

Employees

Allen Wallace

Chief Investment Officer

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Aaron Epstein

Associate Wealth Advisor

Hannah Gerdes

Client Service Associate

Katherine Ortgies

Director of Operations, Chief Compliance Officer

John Carstensen

Associate Financial Analyst

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Frequently Asked Questions Regarding Basepoint Wealth

Answer: Basepoint Wealth's headquarters are located at 4144 Golf St Ne, Cedar Rapids, Iowa, 52402, United States

Answer: Basepoint Wealth's phone number is +13*********

Answer: Basepoint Wealth's official website is https://basepointwealth.com

Answer: Basepoint Wealth's revenue is $1 Million to $5 Million

Answer: Basepoint Wealth's SIC: 6282

Answer: Basepoint Wealth has 11-50 employees

Answer: Basepoint Wealth is in Financial Services

Answer: Basepoint Wealth contact info: Phone number: +13********* Website: https://basepointwealth.com

Answer: 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.

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