Basepoint Wealth Employee Directory

Basepoint Wealth corporate office is located in 4144 Golf St NE, Cedar Rapids, Iowa, 52402, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Marketing

C-Suite

Legal

Key Employees of Basepoint Wealth

KW
Kathryn Wallac...
President & Managing Wealth Advisor & Partner
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Basepoint Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Basepoint Wealth

Hundreds of professionals searching for Basepoint Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AH
Amber Hunt
Email Direct
Associate Wealth Advisor
United States , Iowa , Cedar Rapids

JB
Jake Brandt
Email Direct
Manager, Operations & Engagement
United States , Iowa , Cedar Rapids

AW
Allen Wallace
Email Direct
Chief Investment Officer
United States , Iowa , Cedar Rapids

SW
Shelley Woods
Email Direct
Director, Marketing & Public Relations
United States , Iowa , Cedar Rapids

LW
Landis Wiley
Email Direct
Partner and and Director Of Business Development
United States , Iowa , Cedar Rapids

SC
Scott Cooley
Email Direct
Senior Wealth Advisor
United States , Iowa , Cedar Rapids

AM
Andrew Mong
Email Direct
Associate Financial Analyst
United States , Iowa , Cedar Rapids

JF
Jo Foster
Email Direct
Office Manager
United States , Iowa , Cedar Rapids

KP
Kc Pochobradsky
Email Direct
Senior Wealth Advisor
United States , Iowa , Cedar Rapids

JC
John Carstensen
Email Direct
Associate Financial Analyst
United States , Iowa , Cedar Rapids

KK
Katherine Kula
Email Direct
Chief Compliance Officer & Director, Operations Founding & Partner
United States , Iowa , Cedar Rapids

RT
Ryan Turner
Email Direct
Associate Wealth Advisor
United States , Iowa , Cedar Rapids

KW
Kathryn Wallace
Email Direct
President & Managing Wealth Advisor & Partner
United States , Iowa , Cedar Rapids

TE
Tegan Earsa
Email Direct
Client Concierge
United States , Iowa , Cedar Rapids

SB
Shayne Boles
Email Direct
Wealth Advisor
United States , Iowa , Cedar Rapids

JJ
Jeff Jennings
Email Direct
Operations Specialist
United States , Iowa , Cedar Rapids

JH
Jordan Holmes
Email Direct
Client Service Associate
United States , Iowa , Cedar Rapids

KS
Kamryn Smith
Email Direct
Client Service Associate
United States , Iowa , Cedar Rapids

RW
Ryan Watermiller
Email Direct
Wealth Advisor
United States , Iowa , Cedar Rapids

MF
Marci Flanagan
Email Direct
Office Manager
United States , Iowa , Cedar Rapids

RD
Ron Detweiler
Email Direct
Senior Manager, Cpa, Csa Tax & Wealth Advisor
United States , Iowa , Cedar Rapids

TH
Tia Heires
Email Direct
Client Services Associate
United States , Iowa , Cedar Rapids

MJ
Madison Jenkins
Email Direct
Client Services Advisor
United States , Iowa , Cedar Rapids

CB
Chris Blanchard
Email Direct
Senior Wealth Advisor
United States , Iowa , Cedar Rapids

Former Employees at Basepoint Wealth

Explore people who held key positions, contributed to Basepoint Wealth's success, and advanced their careers.

Daniel Hammes

Associate Athletic Dir... at Linn-Mar Community Sch...

Worked as Manager, Operations

at Basepoint Wealth (2024-2025)

Direct

Hannah Gerdes

Business Operations Co... at Premier Investments of...

Worked as Supervisor, Operations

at Basepoint Wealth (2020-2025)

Direct

Bailey Staton

HR Coordinator at Iowa State University

Worked as Client Service Associate

at Basepoint Wealth (2019-2019)

Direct

Mask Content

Tax Professional at Basepoint Tax & Accoun...

Worked as Director, Marketing & Public Relations

at Basepoint Wealth

Direct

Mask Content

Senior Manager, Cpa, C... at Basepoint Tax & Accoun...

Worked as Chief Financial Officer

at Basepoint Wealth

Direct

Mask Content

Portfolio Manager at GreatAmerica

Worked as Associate Wealth Advisor

at Basepoint Wealth (2024-2025)

Direct

Explore More

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Frequently Asked Questions Regarding Basepoint Wealth Employees

How many employees does Basepoint Wealth have?

Basepoint Wealth has 11-50 employees

Who are Basepoint Wealth key employees?

Some of Basepoint Wealth key employees are Kathryn Wallace

Where is Basepoint Wealth located?

Basepoint Wealth’s headquarters are located at 4144 Golf St NE, Cedar Rapids, Iowa, 52402, United States

How do I contact Basepoint Wealth?

Basepoint Wealth Contact Info: Phone number: (319) 826-1898 Website: www.basepointwealth.com

What does Basepoint Wealth do?

Basepoint Wealth is a fee-only financial advisory firm based in Cedar Rapids, Iowa, providing personalized wealth management and advice to clients nationwide. They emphasize independent, fiduciary advice, ensuring their clients' interests are always prioritized. Their services include financial planning and investment management tailored to individ... Read More

Is Basepoint Wealth a public company?

Basepoint Wealth is private company therefore does not currently have an official ticker symbol

See more information about Basepoint Wealth Employees