RD
Ronald L. Detweiler
BASEPOINT WEALTH
Cedar Rapids, IA 52402
Some features on this profile are disabled
CRD#: 1899207
RD
Professional summary
Ronald Lee Detweiler, who also goes by Ron Detweiler, is a registered financial advisor currently at BASEPOINT WEALTH, LLC located in Cedar Rapids, Iowa.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Ronald has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ron Detweiler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Dual role as President of Basepoint Tax & Accounting LLC, a wholly owned subsidiary of Basepoint Wealth, LLC, and CFO for Basepoint Wealth, LLC. Located at 4144 Golf Street N.E, Cedar Rapids, IA 52402. I have been employed by Basepoint Wealth, LLC since 11/2022. I work approximately 250 hours a month. I provide services typical of public accounting, which include tax preparation and planning, business consulting, and bookkeeping services, to a variety of client types, including my role as leader for Basepoint Tax & Accounting, LLC. Most of my work is during securities trading hours. My role as President of Basepoint Tax & Accounting is not securities-related or investment-related and is done both during and outside of normal trading hours. (2) Treasurer for The Ecumenical Community Center of Cedar Rapids Iowa. Activity is not investment related. Located at 601 Second Avenue SE Cedar Rapids, IA 52401. I have participated in this activity since 05/2016. I provide oversight of financial reporting, cash flow, budgeting, and monthly reporting to the Board. I do not directly handle any incoming receipts. I devote approximately 2-5 hours per month, mostly during non-securities trading hours. (3) Treasurer for The National Czech & Slovak Museum and Library. Not investment related. Located at 1400 Inspiration Place SW, Cedar Rapids, IA 52404. I provide financial oversight of financial and budget reporting, serve as Finance Chair on Board of Trustees, and provide oversight and reporting on organizations Endowment and Restricted Funds. Not involved in day-to-day operations, bill paying, or receipt of monies. I occasionally sign checks as second approval for disbursements over $2,500. Approximately 5 -10 hours per month, mostly during non-securities trading hours. (4) St. Joseph Catholic Church Fun Days volunteer located at 14th Avenue, Marion, IA 52302. Not investment related and started January 2019. I am Co-Finance Committee Chair with my spouse which includes developing, implementing, monitoring, and facilitating all financial policies and transactions to support the annual church fundraiser including internal controls and depositing, reconciling, and disbursing monies. Parish pastor approves and signs everything. Approximately 2 hours during non-business trading per month. (5) 12/2020, under Court approval I was appointed Conservator for a client of Basepoint Tax & Accounting LLC. My duties are to assist the Guardian of the Ward with all investment oversight, financial related tracking, bill paying, and reporting. Approximately 5 hours monthly during non-trading business hours in this role. I submit an Annual Conservator Report to the Iowa District Court for approval. I have a $1.65 million Surety Bond to operate in this capacity. I am paid to and in my capacity of President for Detweiler & Associates, LLC (single member) $75.00 per hour for my time in this capacity. Assets are transferring in 2024 from Charles Schwab to Basepoint Wealth, LLC for investment management and financial planning.(6) Treasurer Marion Columbus Club. Not investment related and began 10/2021. The organization is operated from my home. I generally oversee the monthly accounting and financial reporting, bank reconciliations, bill paying, and a very small amount of operating dollars. I also prepare the annual Form 990 for the organization. I also attend/report at regular monthly business meetings. Approximately 1-2 hours per month on average during non-business trading hours and 1-5 hours during business trading hours annually.(7) I am paid residual compensation to and in my capacity of President of Detweiler & Associates, LLC (single member) each quarter by Honkamp & CO CPAs for previous investment related commissions splits for years working as an IAR with Avantax Planning Partners LLC, formerly Honkamp Financial Services Co. This compensation continues through 12/31/27 at which time it will end.
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Lee Detweiler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2024 - Present
BASEPOINT WEALTH, LLC
Office #1: 4144 Golf Street Ne, Cedar Rapids, IA 52402RIA
CRD#: 289538
Cedar Rapids, IA
Past
January 2, 2019 - January 23, 2023
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Hiawatha, IA
Past
October 25, 1989 - October 3, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 25, 1989 - October 3, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
CRD#: 289538 / SEC#: 801-111782
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(2/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BW
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
CRD#: 289538 / SEC#: 801-111782
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4144 Golf Street Ne, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 826-1898
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,881 |
| AUM (Assets Under Management) | $ 776,175,833 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/17/2025 | ||
| 10/23/2024 | ||
| 08/22/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BASEPOINT WEALTH, LLC
CRD#: 289538Cedar Rapids, IA 52402TRUST BUT VERIFY
Monitor Ronald Detweiler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
