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Kirk Allen Sadilek

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 2021-11-09
IA RA APPROVED 2021-01-15
  • TX RA
    APPROVED
    Since 2021-11-09
  • IA RA
    APPROVED
    Since 2021-01-15

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 Life Insurance Company Cedar Rapids IA 04/1999 12/2021
Principal Financial Group Cedar Rapids IA 04/1999 01/2021
Basepoint Wealth Llc Cedar Rapids IA 01/2021 Present
  • 04/1999 → 12/2021
    Principal Life Insurance Company
    Cedar Rapids, IA
  • 04/1999 → 01/2021
    Principal Financial Group
    Cedar Rapids, IA
  • 01/2021 → Present
    Cedar Rapids, IA
Previous Registrations
Other Businesses

**Catholic Foundation in the Archdiocese of Dubuque (Iowa) - Board member / committee member Serve on board, oversee budget, review investment management by Mercer, assist Executive director in strategic planning, no check writing capabilities or access to bank accounts. About 1 hour dedicated per month during non-securities trading hours. 07/01/2019 **LCRE, LLC - Owner/Investor in commercial real estate Cedar Rapids, IA, Time dedicated to the activity is infrequent and less than an hour per month is dedicated to this activity, which is during non-securities trading hours. Duties include responding to tenant inquiries, and oftentimes, solely via e-mail. 10/31/2013 **FSP Foundation for Financial Service Professionals (National Board of Trustees) - Trustee - no compensation is received. 1 hour / qtr. Zoom meetings to discuss Foundation goals and objectives. In April review scholarship requests. 01/01/2024 **National NAIFA / Society of Financial Service Professionals / Life Happens Professional Development Committee - committee member - no compensation is received. 1.5 hours per quarter. Zoom meetings to discuss professional development goals and objectives for the members. 01/01/2024 **St. Elizabeth Ann Seton Church/Councilmember, St. Vincent dePaul (local charity)-928 7th St SE Cedar Rapids, IA 52401/No compensation/Not investment related-3 hours per quarter-Started 07.2023 **Eastern Iowa Planned Giving Council/Councilmember/Boardmember/PO Box 1163 Cedar Rapids, IA 54206/Conducts quarterly events to promote education about charitable giving/Networks with other professionals-3 hours per quarter-Started 06.2024-Not investment related/no compensation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1998-08-27
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1998-08-27
Designations

View on SEC IAPD

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