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Shayne Boles

Associate Wealth Advisor at Basepoint Wealth

  • LinkedIn

WHAT I DO: • I am an Associate Wealth Advisor at Basepoint Wealth, LLC that helps busy professionals and families align their money with their life goals through fee-only, fiduciary finan...

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BASEPOINT WEALTH

BASEPOINT WEALTH

  • description 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 standar...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Basepoint Wealth Org Chart and Mapping

Employees

Shelley Woods

Director of Marketing and Public Relations

Shayne Boles

Associate Wealth Advisor

Allen Wallace

Chief Investment Officer

Kathy Walvoord

Client Service Associate

John Carstensen

Associate Financial Analyst

Katherine Ortgies

Director of Operations, Chief Compliance Officer

Andrew Mong

Associate Financial Analyst

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