Basepoint Wealth Promotes W. Allen Wallace to Chief Investment Officer
CEDAR RAPIDS, IA – Basepoint Wealth LLC (www.basepointwealth.com), the largest fee-only wealth management firm in Cedar Rapids, today announced the promotion of W. Allen Wallace, CFA, CPA/PFS, CFP® to Chief Investment Officer. He will have primary responsibility for oversight of Basepoint Wealth’s wealth management strategies and investment research.
“Allen has been a key part of the success of Basepoint Wealth since our launch, and we are thrilled to see him take on this key position in our firm as we implement our comprehensive wealth management model,” said Landis Wiley, Managing Partner of Basepoint Wealth.
Mr. Wallace, 42, started in the financial services industry in 2000 as a financial advisor. After 17 years with Ameriprise Financial Services, Allen was a founding partner of Basepoint Wealth at its 2017 formation.
Mr. Wallace received a Business Administration degree with a minor in Economics from Augustana College. He has been a licensed CPA since 2007, a Certified Financial Planning (CFP®) professional since 2008 and a Chartered Financial Analyst (CFA®) practitioner since 2018.
About Basepoint Wealth, LLC
Basepoint Wealth, LLC provides comprehensive independent financial planning, tax advisory, and investment management services to clients throughout the United States. Basepoint Wealth’s integrated technology platforms, combined with over 130 years of experience among its team of CFA, CFP®, CPA, ChFC®, and MBA credentialed advisors, provide a uniquely individualized wealth management process.
Basepoint Wealth, LLC has offices in Cedar Rapids, Dubuque, and Davenport, IA. Visit our website for more information: www.basepointwealth.com
Basepoint Wealth, LLC
Landis T. Wiley, CFP®, Managing Partner