RIA Intelligence

BASEPOINT WEALTH, LLC

CRD #289538 SEC #801-111782 CEDAR RAPIDS, IA (319) 826-1898
SEC Registered
Total AUM
$776.2M
Discretionary
$768.2M
Employees
22
Clients
11
Accounts
3,881

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
Iowa
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
KULA, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAICHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
ORTGIES, KATHERINE, EMMAIMEMBER, CHIEF COMPLIANCE OFFICERNA Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, KATHRYN, MARSHIMANAGING MEMBER, SENIOR WEALTH ADVISORC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENIMANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENTC Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
WALLACE, WILLIAM, ALLENICHIEF INVESTMENT OFFICER AND MANAGING MEMBER"C Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMANAGING MEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORB Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
KNUDSON, BRYAN, JENNINGSIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMANAGING MEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control
WILEY, LANDIS, TYLERIMEMBER, SENIOR WEALTH ADVISORA Control

Registrations

Federal

IA
Nov 20, 2025 REGISTERED

Notice Filings (15)

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Address

4144 GOLF STREET NE
CEDAR RAPIDS, IA 52402
United States
Phone: (319) 826-1898