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Shayne Michael Boles

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
TX RA APPROVED_RES 2023-08-29
IA RA APPROVED 2018-06-01
  • TX RA
    APPROVED_RES
    Since 2023-08-29
  • IA RA
    APPROVED
    Since 2018-06-01

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
City Of Bettendorf Bettendorf IA 08/2016 12/2016
Ameriprise Financial Cedar Rapids IA 01/2017 10/2017
Basepoint Wealth, Llc Cedar Rapids IA 01/2017 Present
Basepoint Wealth, Llc Cedar Rapids IA 10/2017 06/2018
  • 08/2016 → 12/2016
    City Of Bettendorf
    Bettendorf, IA
  • 01/2017 → 10/2017
    Ameriprise Financial
    Cedar Rapids, IA
  • 01/2017 → Present
    Basepoint Wealth, Llc
    Cedar Rapids, IA
  • 10/2017 → 06/2018
    Basepoint Wealth, Llc
    Cedar Rapids, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-01
S66 Uniform Combined State Law Examination 2017-07-03
  • S65 Uniform Investment Adviser Law Examination
    2018-06-01
  • S66 Uniform Combined State Law Examination
    2017-07-03
Designations

View on SEC IAPD

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