Bryan Knudson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Basepoint Wealth, LLC since 2017 and previously worked at Ameriprise Financial Services, Inc. for 14 years. He is also a partner in Basepoint Tax & Accounting LLC, an accounting firm providing bookkeeping, payroll, accounting, and tax preparation services.
Basepoint Wealth, LLC offers customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a primarily long-term investment approach with flexibility for tactical reallocations and manages portfolios using mutual funds, ETFs, individual equities, and fixed income.