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Landis Tyler Wiley

Landis T. Wiley

BASEPOINT WEALTH
Cedar Rapids, IA 52402
Some features on this profile are disabled
CRD#: 5940982
Landis Tyler Wiley

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landis Tyler Wiley'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 10, 2017 - Present

BASEPOINT WEALTH, LLC

Office #1: 4144 Golf Street Ne, Cedar Rapids, IA 52402
RIA
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
RR
IAR
Series 66
Date: 12/22/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/14/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC

CRD#: 289538 / SEC#: 801-111782

RIA
Registered Investment Advisory firm - (9/29/2017 Approved)
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
24

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,715
AUM (Assets Under Management)$ 883,834,872

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

BASEPOINT WEALTH, LLC

CRD#: 289538Cedar Rapids, IA 52402

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