Basepoint Wealth Employee Directory

Q: What is Basepoint Wealth known for?

Basepoint Wealth was founded in 2017. Basepoint Wealth operates in the Financial Services industry.

Q: How many employees does Basepoint Wealth have currently?

Basepoint Wealth has approximately 20 employees.

Financial ServicesUnited States11-50 Employees

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.

Find Basepoint Wealth employees' phone numbers or email addresses

Basepoint Wealth Global Highlights

North America
32

United States Of America
32

Basepoint Wealth's Leadership

A. W.
Chief Investment Officer
Mobile Phone
Email
K. K.
Chief Compliance Officer
Mobile Phone
Email
K. O.
Chief Compliance Officer
Mobile Phone
Email
L. W.
Partner / Director Of Business Development
Mobile Phone
Email
B. K.
Partner / Senior Wealth Advisor
Mobile Phone
Email
K. K.
Director Of Operations, Chief Compliance Officer
Mobile Phone
Email
S. W.
Director Of Marketing And Public Relations
Mobile Phone
Email
M. F.
Office Manager
Mobile Phone
Email

Contact profiles from Basepoint Wealth

Name

Title

Contact Info

Location

Last Update

J. F.
Financial Planning Associate
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
K. P.
Wealth Advisor
Mobile Phone
Email
United StatesIowa
Jul 30, 2025
A. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. K.
Mobile Phone
Email
United StatesIowa
Oct 17, 2024

Frequently Asked Questions

What is Basepoint Wealth known for?

Basepoint Wealth was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 4144 Golf St NE, Cedar Rapids, Iowa 52402, US. Explore Basepoint Wealth's company overview page for more information.

What is Basepoint Wealth's most common email format?

Basepoint Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Basepoint Wealth email formats with LeadIQ.

How many employees does Basepoint Wealth have currently?

Basepoint Wealth has approximately 20 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Basepoint Wealth's key employees and leadership?

As of October 2025, Basepoint Wealth's key employees include:

Chief Investment Officer: A. W.
Chief Compliance Officer: K. K.
Chief Compliance Officer: K. O.
Partner / Director Of Business Development: L. W.
Partner / Senior Wealth Advisor: B. K.

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