Ronald L. Detweiler

BASEPOINT WEALTH

Cedar Rapids, IA 52402

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CRD#: 1899207

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Lee Detweiler's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 8, 2024 - Present

BASEPOINT WEALTH, LLC

Office #1: 4144 Golf Street Ne, Cedar Rapids, IA 52402

RIA

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

CRD#: 6321

MINNEAPOLIS, MN

Past

October 25, 1989 - October 3, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

BASEPOINT WEALTH, LLC

CRD#: 289538 / SEC#: 801-111782

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BASEPOINT WEALTH - ADV PART 2A AND APPENDIX 1 (2/6/2026)

Regulatory assets under management

Total Number of Accounts	3,715
AUM (Assets Under Management)	$ 883,834,872

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/17/2025	Cover Page	Report
10/23/2024	Cover Page	Report
08/22/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Ronald L. Detweiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Lee Detweiler's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX PLANNING PARTNERS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BASEPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2018

Series 63

Date: 8/29/1991

Series 7

Date: 10/21/1989

Current Firm

BASEPOINT WEALTH, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BASEPOINT WEALTH, LLC

TRUST BUT VERIFY

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