Kirk A. Sadilek, AIF®, ChFC®, RICP®, CFP®

Senior Wealth Advisor
(319) 826-1898     //     [email protected]

Office Locations:  Cedar Rapids

Meet Kirk

Kirk was born and raised in Cedar Rapids.  A graduate of Washington High School, Kirk graduated from Central College in Pella, IA before returning to Cedar Rapids.  Today he lives in Cedar Rapids with his wife Wendy.

Kirk Sadilek is a Cedar Rapids, Iowa fee-only financial planner. Basepoint Wealth provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, Kirk Sadilek is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Fee-Only, Fiduciary, Independent:

Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

Comprehensive Financial Planning
Retirement Income Planning
Portfolio Management
Retirement Plan Consulting

Ideal Clients

Retirees and Near Retirees
Growing Families
Business Owners and Executives
Sudden Money Situations
Novice Investors

Working Together

In-Office Meetings
Virtual Meetings
Clearly Defined Fees
No Product Sales
Complimentary Initial Consultation

Professional Designations & Affiliations

Kirk Sadilek is a CERTIFIED FINANCIAL PLANNER™ Professional

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Kirk Sadilek is an Accredited Investment Fiduciary® (AIF)

Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

Kirk Sadilek is a Chartered Financial Consultant® (ChFC®)

Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

Kirk Sadilek is a Retirement Income Certified Professional® (RICP®)

A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

Kirk Sadilek is featured in US News and World Report

Kirk Sadilek is the Treasurer of the Eastern Iowa Chapter of the Society of Financial Services Professionals

Kirk Sadilek serves on the Board of Directors for The Catholic Foundation in the Archdiocese of Dubuque (CFAD)

Kirk Sadilek is the Chair of the Xavier Impact Fund

Kirk Sadilek is featured in Living Well Magazine: "Know Your Retirement Income"

Basepoint Wealth is featured in Kiplinger: "Your Life Is More Than Just Numbers"

Contact Kirk Sadilek

(319) 826-1898

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