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 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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Verified contacts
20
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
1
tools in use
Monthly traffic
128
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- MF
Marci Flanagan
Director of First Impressions · Operations
EmailPhone - SW
Shelley Woods
Director of Marketing and Public Relations · Advertising & Marketing
EmailPhone - KS
Kirk Sadilek
Senior Wealth Advisor · Finance & Accounting
EmailPhone - RW
Ryan Watermiller
Wealth Advisor · Finance & Accounting
EmailPhone - SC
Scott Cooley
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AM
Andrew Mong
Associate Financial Analyst · Finance & Accounting
EmailPhone - JJ
Jeff Jennings
Operations Specialist · Operations
EmailPhone - JC
John Carstensen
Associate Financial Analyst · Finance & Accounting
EmailPhone - KW
Kathy Walvoord
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Basepoint Wealth
13 distinct titles indexed · top 10 shown.
- 3wealth advisor
- 2associate financial analyst
- 2associate wealth advisor
- 2client service associate
- 2senior wealth advisor
- 1chief investment officer
- 1client concierge
- 1director of first impressions
- 1director of marketing and public relations
- 1director of operations, chief compliance officer
- +3more titles
Sign up to unlock all 20 contacts at Basepoint Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
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