Basepoint Wealth, LLC

Katherine Kula is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 66 designation and 12 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2011 to 2017 before joining Basepoint Wealth in 2017. Outside of her advisory role, she is 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’s investment approach focuses primarily on long-term strategies while allowing tactical reallocations, using a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Kathryn Wallace is a CFP® and ChFC® with 23 years of industry experience. She has worked at Basepoint Wealth, LLC since 2017 and previously spent 12 years with Ameriprise Financial Services, Inc. Wallace serves as a board member of the Cedar Rapids Metro YMCA, a nonprofit organization. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans, using a primarily long-term investment approach with discretionary portfolio management.

Landis Wiley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Basepoint Wealth, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for one year. Outside of advising, Wiley is a soccer official and serves as Treasurer and Trustee on the Cedar Rapids Community Schools Foundation Board of Trustees. Basepoint Wealth, LLC provides 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 discretionary portfolio management and offers a range of planning engagements and a wrap-fee program.

Ryan Turner is a financial advisor at Basepoint Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and nonprofit organizations, including roles at Central City Community School District, Maquoketa Community School District, Consumer Choices Option, Iowa High School Athletic Association, and Northern Iowa. Basepoint Wealth, LLC provides 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 that includes mutual funds, ETFs, individual equities, and fixed income, managing accounts mostly on a discretionary basis.

William Wallace is a financial advisor at Basepoint Wealth, LLC with 26 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 66 designations. Prior to joining Basepoint Wealth in 2017, he worked for Ameriprise Financial Services, Inc. for 17 years. Outside of his advisory role, Wallace is a partner in Basepoint Tax & Accounting LLC, an accounting firm that provides 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 that incorporates mutual funds, ETFs, individual equities, and fixed income, managing accounts mostly on a discretionary basis.

Keith Pochobradsky is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has worked at firms including Farmers Investment Services, Cetera Advisor Networks, Northwestern Mutual Wealth Management Company, and Carson Wealth Management Group. Basepoint Wealth, LLC provides 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 that incorporates discretionary portfolio management using mutual funds, ETFs, individual equities, and fixed income.

Ryan Watermiller is a CFP® with six years of industry experience, currently serving at Basepoint Wealth, LLC since 2021. He previously worked at Ankeny Financial Planning, LLC and Principal Financial Group. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm’s investment approach balances long-term strategies with tactical adjustments, utilizing mutual funds, ETFs, equities, and fixed income, and typically manages accounts on a discretionary basis.

Kirk Sadilek is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding CFP® and ChFC® designations and over 28 years of industry experience. Prior to joining Basepoint Wealth in 2021, he worked for Principal Financial Group and Principal Life Insurance Company for 22 years. He serves on the board of the Catholic Foundation in the Archdiocese of Dubuque and participates in several nonprofit and professional committees related to financial services and community giving. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm employs a long-term investment approach with discretionary portfolio management, combining various asset types after internal due diligence.

Ronald Detweiler is a financial advisor with Basepoint Wealth, LLC in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and six years of industry experience. He has prior experience with Avantax Partners and Honkamp & Company CPAs and serves as President of Basepoint Tax & Accounting LLC. Outside of his advisory role, Detweiler is involved in nonprofit financial oversight, acting as Treasurer for The Ecumenical Community Center of Cedar Rapids, The National Czech & Slovak Museum and Library, and the Marion Columbus Club. Basepoint Wealth, LLC provides 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 flexible tactical reallocations, managing portfolios on a discretionary basis with offerings that include performance-based fee arrangements for qualified clients.

Scott Cooley is a CFP® and ChFC® with 14 years of industry experience. He has worked at Basepoint Wealth, LLC since 2018 and previously held roles at Northwestern Mutual from 2012 to 2018. Outside of his advisory work, he manages a rental property, overseeing its finances and maintenance during non-trading hours. Basepoint Wealth, LLC provides 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, constructing portfolios from mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis.

Amber Hunt is a financial advisor at Basepoint Wealth, LLC in Cedar Rapids, IA, holding a Series 65 credential with one year of industry experience. Prior to joining Basepoint Wealth, she worked in various roles including at Pure Mean Clean, LLC and David's Bridal. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm emphasizes a primarily long-term investment approach with tactical adjustments when aligned with client objectives, managing portfolios using mutual funds, ETFs, individual equities, and fixed income.

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.

Shayne Boles is a CERTIFIED FINANCIAL PLANNER™ with eight years of industry experience, currently serving as an advisor at Basepoint Wealth, LLC. His prior work includes a brief tenure at Ameriprise Financial and a role with the City of Bettendorf. Basepoint Wealth, LLC provides customized investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and pension plans. The firm emphasizes a primarily long-term investment approach and offers discretionary portfolio management along with separately billed planning engagements and a wrap-fee program.