BASEPOINT WEALTH, LLC of CEDAR RAPIDS, IA is an SEC-registered investment adviser (CRD 289538). Regulatory assets under management: $883.8M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| William Allen Wallace | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER" | — |
| Kathryn Marsh Wallace | MANAGING MEMBER, SENIOR WEALTH ADVISOR | — |
| Landis Tyler Wiley | MEMBER, SENIOR WEALTH ADVISOR | — |
| Bryan Jennings Knudson | MEMBER, SENIOR WEALTH ADVISOR | — |
| Katherine Emma Kula | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| WALLACE WILLIAM ALLEN | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER"; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENT | — |
| WALLACE KATHRYN MARSH | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, SENIOR WEALTH ADVISOR | — |
| WILEY LANDIS TYLER | MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER, SENIOR WEALTH ADVISOR | — |
| KNUDSON BRYAN JENNINGS | MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER, SENIOR WEALTH ADVISOR | — |
| ORTGIES KATHERINE EMMA | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| KULA KATHERINE EMMA | MEMBER, CHIEF COMPLIANCE OFFICER | — |