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VerifiedFinancial Services· Founded 2017

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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HeadquartersCedar Rapids, United StatesEmployees23(11 to 50)Annual revenue$1M to <$10MFounded year2017Websitebasepointwealth.comLinkedIn profileLinkedIn

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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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

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