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William Allen Wallace

BASEPOINT WEALTH, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
4144 GOLF STREET NE, CEDAR RAPIDS, IA 52402CRD# 4233166Firm CRD# 289538
01

About

William Allen Wallace is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with BASEPOINT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
AUM
$665M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at BASEPOINT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4233166
Firm CRD# 289538
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Allen Wallace offer?
William Allen Wallace specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are William Allen Wallace's credentials?
William Allen Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Allen Wallace located?
William Allen Wallace is based in CEDAR RAPIDS, Iowa, working with BASEPOINT WEALTH, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does William Allen Wallace charge for services?
William Allen Wallace's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASEPOINT WEALTH, LLC?
BASEPOINT WEALTH, LLC has approximately 22 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Philip Armand Alice Lemmens — AEGON USA INVESTMENT MANAGEMENT, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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