Landis T. Wiley
BASEPOINT WEALTH
Cedar Rapids, IA 52402
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CRD#: 5940982
Professional summary
Landis Tyler Wiley, CFP® is a registered financial advisor currently at BASEPOINT WEALTH, LLC located in Cedar Rapids, Iowa.
Landis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Landis has worked at 3 firms and has passed the Series 66, 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.
1) Other business activity; Soccer Official; Sole Proprietorship ; Independently contracted soccer official; Referee; Not Investment related; August 1998; 1-9 hours per month; 0 During trading hours/ Expert Witness; Sole Proprietorship; Expert Witness; Expert Witness; Cedar Rapids, IA 52403; Not investment related; June 2017; 1-9 hours per month; 0 during trading hours. 2) Basepoint Tax & Accounting LLC; Partner; investment related: No; 4144 Golf Street NE, Cedar Rapids, IA 52402; Basepoint Tax & Accounting LLC is an accounting firm that handles bookkeeping, payroll, accounting, and tax preparation for its client base; Duties: Leadership and management; 2021-06-30; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5; 3) Cedar Rapids Community Schools Foundation Board of Trustees; 2500 Edgewood Road NW, Cedar Rapids, Iowa 52405; February 2020 to current; 1-3 hours per month, not during business hours; Position: Trustee, Treasurer; Non-investment related 4) Contract Sale of House; Not investment related; August 1, 2025 start; No time spent; Description: home sold on contract
CRS (Client Relationship Summary) - RIA
Click below to view Landis Tyler Wiley'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: 2016
Experience
Current
October 10, 2017 - Present
BASEPOINT WEALTH, LLC
Office #1: 4144 Golf Street Ne, Cedar Rapids, IA 52402RIA
CRD#: 289538
Cedar Rapids, IA
Past
March 24, 2016 - October 11, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CEDAR RAPIDS, IA
Past
March 24, 2016 - October 11, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CEDAR RAPIDS, IA
Past
January 3, 2012 - April 6, 2016
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
CEDAR RAPIDS, IA
Past
July 15, 2011 - April 6, 2016
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(10/10/2017)
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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