Member, Senior Wealth Advisor · Basepoint Wealth, LLC
Landis T. Wiley
CRD 5940982 · Named on Form ADV at one SEC-registered adviser
At a glance
Basepoint Wealth, LLC, an SEC-registered wealth manager based in Cedar Rapids, IA with $884 million in regulatory assets, lists Landis T. Wiley on its Form ADV as Member, Senior Wealth Advisor, a control person.
Firms and roles
- Basepoint Wealth, LLCMember, Senior Wealth AdvisorWealth manager · Cedar Rapids, IA · $884M in regulatory assets
AtlasMembers
Landis’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William A. WallaceChief Investment Officer and Managing Member", Basepoint Wealth, LLC
- Kathryn M. WallaceManaging Member, Senior Wealth Advisor, Basepoint Wealth, LLC
- Bryan J. KnudsonMember, Senior Wealth Advisor, Basepoint Wealth, LLC
- Katherine E. KulaMember, Chief Compliance Officer, Basepoint Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Landis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.