For Immediate Release 02/14/2020
Basepoint Wealth Welcomes Nate Breiby
DUBUQUE, IA – Basepoint Wealth LLC (www.basepointwealth.com), one of the largest fee-only wealth management firms in Eastern Iowa, is proud to welcome Nate Breiby, CFP® as a Certified Financial Planner™ professional and Senior Wealth Advisor.
Nate joins the Dubuque office of Basepoint Wealth from MidWestOne Investment Services, formerly American Trust & Savings Bank, where he served as a Financial Advisor for five years. Nate brings over 7 years experience working with a diverse group of clients, specializing in retirement accumulation and income planning.
“I’m extremely excited to be joining the knowledgeable, all-fiduciary advisors and staff at Basepoint,” said Breiby. “I truly believe Basepoint is on the cutting edge in the financial planning industry and will be a leader in our market for many years.”
Landis Wiley, Managing Partner added, “We are excited to welcome Nate to our advisor team. Finding advisors who are passionate about advice-based wealth management and bring unique skills to the firm are critical, and Nate will be a great fit with the principles of transparency and unbiased advice on which Basepoint Wealth operates”.
Nate will be located at the Basepoint Wealth office on the 3rd floor above the Dubuque Chamber of Commerce offices at 300 Main Street, Suite 325, Dubuque, IA and can be reached by phone at (563) 582-1606 or email email@example.com.
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 combines integrated technology platforms with its team of CFA®, CFP®, CPA, and ChFC® credentialed advisors, providing a uniquely individualized wealth management experience.
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