KS
Kirk A. Sadilek
BASEPOINT WEALTH
Cedar Rapids, IA 52402
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CRD#: 3104096
KS
Professional summary
Kirk Allen Sadilek, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at BASEPOINT WEALTH, LLC located in Cedar Rapids, Iowa.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kirk has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
**Catholic Foundation in the Archdiocese of Dubuque (Iowa) - Board member / committee member Serve on board, oversee budget, review investment management by Mercer, assist Executive director in strategic planning, no check writing capabilities or access to bank accounts. About 1 hour dedicated per month during non-securities trading hours. 07/01/2019 **LCRE, LLC - Owner/Investor in commercial real estate Cedar Rapids, IA, Time dedicated to the activity is infrequent and less than an hour per month is dedicated to this activity, which is during non-securities trading hours. Duties include responding to tenant inquiries, and oftentimes, solely via e-mail. 10/31/2013 **FSP Foundation for Financial Service Professionals (National Board of Trustees) - Trustee - no compensation is received. 1 hour / qtr. Zoom meetings to discuss Foundation goals and objectives. In April review scholarship requests. 01/01/2024 **National NAIFA / Society of Financial Service Professionals / Life Happens Professional Development Committee - committee member - no compensation is received. 1.5 hours per quarter. Zoom meetings to discuss professional development goals and objectives for the members. 01/01/2024 **St. Elizabeth Ann Seton Church/Councilmember, St. Vincent dePaul (local charity)-928 7th St SE Cedar Rapids, IA 52401/No compensation/Not investment related-3 hours per quarter-Started 07.2023 **Eastern Iowa Planned Giving Council/Councilmember/Boardmember/PO Box 1163 Cedar Rapids, IA 54206/Conducts quarterly events to promote education about charitable giving/Networks with other professionals-3 hours per quarter-Started 06.2024-Not investment related/no compensation
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Allen Sadilek'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®
CFP®
Start date: 2011
Experience
Current
January 15, 2021 - Present
BASEPOINT WEALTH, LLC
Office #1: 4144 Golf Street Ne, Cedar Rapids, IA 52402RIA
CRD#: 289538
Cedar Rapids, IA
Past
December 31, 1999 - January 27, 2021
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
CEDAR RAPIDS, IA
Past
August 20, 1998 - January 27, 2021
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
CEDAR RAPIDS, IA
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(1/15/2021)
IAR
Texas(11/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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
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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
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