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Ryan Robert Watermiller

Basepoint Wealth, LLC

Cedar Rapids, IA

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Current Employers
Basepoint Wealth, Llc

4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-03-04
  • IA RA
    APPROVED
    Since 2021-03-04

Branch Locations

4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Financial Group Des Moines IA 08/2010 12/2019
Ankeny Financial Planning, Llc, Ankeny IA 02/2020 03/2021
Basepoint Wealth Llc Cedar Rapids IA 03/2021 Present
  • 08/2010 → 12/2019
    Principal Financial Group
    Des Moines, IA
  • 02/2020 → 03/2021
    Ankeny Financial Planning, Llc,
    Ankeny, IA
  • 03/2021 → Present
    Basepoint Wealth Llc
    Cedar Rapids, IA
Previous Registrations
  • 2020-04-10 → 2021-03-16
    Ankeny Financial Planning
    Ankeny, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-05
  • S65 Uniform Investment Adviser Law Examination
    2019-12-05
Designations

View on SEC IAPD

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